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Kagan Cocozza Asset Management: SPSM position timeline

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

Kagan Cocozza Asset Management held 24,743 SPSM 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 24,743 shares
    Change vs previous 13F -420 shares

    0.89% of the 13F portfolio, value $1,426,911.

    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 25,163 shares
    Change vs previous 13F -1,159 shares

    0.86% of the 13F portfolio, value $1,215,861.

    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 26,322 shares
    Change vs previous 13F -335 shares

    0.88% of the 13F portfolio, value $1,233,434.

    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 26,657 shares
    Change vs previous 13F -1,619 shares

    0.93% of the 13F portfolio, value $1,234,738.

    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 28,276 shares
    Change vs previous 13F -3 shares

    0.92% of the 13F portfolio, value $1,204,544.

    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 28,279 shares
    Change vs previous 13F -254 shares

    0.94% of the 13F portfolio, value $1,152,639.

    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 28,533 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,281,688.

    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).