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Kagan Cocozza Asset Management: SPDW position timeline

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

Kagan Cocozza Asset Management held 280,223 SPDW 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 280,223 shares
    Change vs previous 13F +18,032 shares

    8.85% of the 13F portfolio, value $14,120,423.

    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 262,191 shares
    Change vs previous 13F +3,293 shares

    8.42% of the 13F portfolio, value $11,969,041.

    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 258,898 shares
    Change vs previous 13F +6,211 shares

    8.18% of the 13F portfolio, value $11,497,681.

    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 252,687 shares
    Change vs previous 13F -6,460 shares

    8.19% of the 13F portfolio, value $10,812,457.

    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 259,147 shares
    Change vs previous 13F -9,107 shares

    8.04% of the 13F portfolio, value $10,492,843.

    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 268,254 shares
    Change vs previous 13F +21,824 shares

    7.98% of the 13F portfolio, value $9,767,125.

    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 246,430 shares
    Change vs previous 13F not available

    6.98% of the 13F portfolio, value $8,410,653.

    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).