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Kagan Cocozza Asset Management: SPIB position timeline

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

Kagan Cocozza Asset Management held 273,730 SPIB 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 273,730 shares
    Change vs previous 13F -2,707 shares

    5.74% of the 13F portfolio, value $9,159,002.

    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 276,437 shares
    Change vs previous 13F -2,523 shares

    6.52% of the 13F portfolio, value $9,271,683.

    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 278,960 shares
    Change vs previous 13F +30,805 shares

    6.71% of the 13F portfolio, value $9,431,637.

    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 248,155 shares
    Change vs previous 13F +3,462 shares

    6.37% of the 13F portfolio, value $8,409,964.

    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 244,693 shares
    Change vs previous 13F +3,039 shares

    6.3% of the 13F portfolio, value $8,216,788.

    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 241,654 shares
    Change vs previous 13F +7,861 shares

    6.56% of the 13F portfolio, value $8,032,563.

    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 233,793 shares
    Change vs previous 13F not available

    6.36% of the 13F portfolio, value $7,659,048.

    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).