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Kagan Cocozza Asset Management: SPYD position timeline

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

Kagan Cocozza Asset Management held 22,296 SPYD 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 22,296 shares
    Change vs previous 13F -2,479 shares

    0.67% of the 13F portfolio, value $1,063,742.

    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 24,775 shares
    Change vs previous 13F -9,904 shares

    0.79% of the 13F portfolio, value $1,127,758.

    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 34,679 shares
    Change vs previous 13F -216 shares

    1.07% of the 13F portfolio, value $1,499,867.

    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 34,895 shares
    Change vs previous 13F -1,534 shares

    1.16% of the 13F portfolio, value $1,535,380.

    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 36,429 shares
    Change vs previous 13F -246 shares

    1.19% of the 13F portfolio, value $1,546,047.

    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 36,675 shares
    Change vs previous 13F -328 shares

    1.33% of the 13F portfolio, value $1,623,236.

    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 37,003 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,600,010.

    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).