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Kagan Cocozza Asset Management: SPEM position timeline

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

Kagan Cocozza Asset Management held 27,876 SPEM 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 27,876 shares
    Change vs previous 13F -570 shares

    0.9% of the 13F portfolio, value $1,443,419.

    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 28,446 shares
    Change vs previous 13F -288 shares

    0.94% of the 13F portfolio, value $1,334,402.

    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 28,734 shares
    Change vs previous 13F -1,995 shares

    0.96% of the 13F portfolio, value $1,345,039.

    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 30,729 shares
    Change vs previous 13F -2,447 shares

    1.09% of the 13F portfolio, value $1,438,424.

    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 33,176 shares
    Change vs previous 13F -454 shares

    1.09% of the 13F portfolio, value $1,417,942.

    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 33,630 shares
    Change vs previous 13F -125 shares

    1.08% of the 13F portfolio, value $1,324,013.

    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 33,755 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,295,179.

    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).