Skip to content
Disclosery

Kagan Cocozza Asset Management: MUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kagan Cocozza Asset Management on MUB, newest first. How the timeline and the estimate are built.

Kagan Cocozza Asset Management held 3,260 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,260 shares
    Change vs previous 13F -130 shares

    0.22% of the 13F portfolio, value $350,841.

    13F-HR 0002063364-26-000263 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,390 shares
    Change vs previous 13F -495 shares

    0.25% of the 13F portfolio, value $359,849.

    13F-HR 0002063364-26-000118 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,885 shares
    Change vs previous 13F -3,485 shares

    0.3% of the 13F portfolio, value $416,122.

    13F-HR 0002063364-26-000020 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,370 shares
    Change vs previous 13F +508 shares

    0.59% of the 13F portfolio, value $784,831.

    13F-HR 0002063364-25-000250 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,862 shares
    Change vs previous 13F +109 shares

    0.55% of the 13F portfolio, value $716,942.

    13F-HR 0002063364-25-000129 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,753 shares
    Change vs previous 13F +1,305 shares

    0.58% of the 13F portfolio, value $712,036.

    13F-HR 0002063364-25-000079 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,448 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $580,484.

    13F-HR 0002063364-25-000025 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).