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Kagan Cocozza Asset Management: VIG position timeline

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

Kagan Cocozza Asset Management held 38,355 VIG 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 38,355 shares
    Change vs previous 13F +1,526 shares

    5.69% of the 13F portfolio, value $9,075,654.

    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 36,829 shares
    Change vs previous 13F -3,536 shares

    5.57% of the 13F portfolio, value $7,920,509.

    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 40,365 shares
    Change vs previous 13F +1,932 shares

    6.31% of the 13F portfolio, value $8,871,472.

    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 38,433 shares
    Change vs previous 13F -1,350 shares

    6.28% of the 13F portfolio, value $8,293,354.

    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 39,783 shares
    Change vs previous 13F +707 shares

    6.24% of the 13F portfolio, value $8,142,363.

    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 39,076 shares
    Change vs previous 13F +344 shares

    6.19% of the 13F portfolio, value $7,580,331.

    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 38,732 shares
    Change vs previous 13F not available

    6.3% of the 13F portfolio, value $7,584,854.

    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).