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Kagan Cocozza Asset Management: SPMD position timeline

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

Kagan Cocozza Asset Management held 57,678 SPMD 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 57,678 shares
    Change vs previous 13F -233 shares

    2.44% of the 13F portfolio, value $3,896,726.

    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 57,911 shares
    Change vs previous 13F -1,148 shares

    2.41% of the 13F portfolio, value $3,429,489.

    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 59,059 shares
    Change vs previous 13F -187 shares

    2.43% of the 13F portfolio, value $3,420,107.

    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 59,246 shares
    Change vs previous 13F -3,359 shares

    2.57% of the 13F portfolio, value $3,388,279.

    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 62,605 shares
    Change vs previous 13F -30 shares

    2.61% of the 13F portfolio, value $3,404,460.

    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 62,635 shares
    Change vs previous 13F -564 shares

    2.62% of the 13F portfolio, value $3,205,659.

    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 63,199 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $3,456,353.

    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).