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Kagan Cocozza Asset Management: SPY position timeline

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

Kagan Cocozza Asset Management held 5,438 SPY 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 5,438 shares
    Change vs previous 13F -49 shares

    2.54% of the 13F portfolio, value $4,060,935.

    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 5,487 shares
    Change vs previous 13F +2,165 shares

    2.51% of the 13F portfolio, value $3,568,416.

    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 3,322 shares
    Change vs previous 13F -18 shares

    1.61% of the 13F portfolio, value $2,265,338.

    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 3,340 shares
    Change vs previous 13F -1,217 shares

    1.68% of the 13F portfolio, value $2,225,041.

    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 4,557 shares
    Change vs previous 13F +980 shares

    2.16% of the 13F portfolio, value $2,815,542.

    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 3,577 shares
    Change vs previous 13F -13 shares

    1.64% of the 13F portfolio, value $2,000,938.

    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 3,590 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,104,027.

    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).