Skip to content
Disclosery

Kagan Cocozza Asset Management: SPYM position timeline

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

Kagan Cocozza Asset Management held 286,656 SPYM 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 286,656 shares
    Change vs previous 13F +16,144 shares

    15.79% of the 13F portfolio, value $25,191,296.

    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 270,512 shares
    Change vs previous 13F -4,050 shares

    14.57% of the 13F portfolio, value $20,705,015.

    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 274,562 shares
    Change vs previous 13F +10,138 shares

    15.67% of the 13F portfolio, value $22,025,369.

    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 264,424 shares
    Change vs previous 13F -8,050 shares

    15.68% of the 13F portfolio, value $20,715,008.

    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 272,474 shares
    Change vs previous 13F +11,994 shares

    15.19% of the 13F portfolio, value $19,806,112.

    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 260,480 shares
    Change vs previous 13F +1,740 shares

    14% of the 13F portfolio, value $17,129,139.

    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 258,740 shares
    Change vs previous 13F not available

    14.81% of the 13F portfolio, value $17,837,502.

    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).