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Kagan Cocozza Asset Management: VWO position timeline

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

Kagan Cocozza Asset Management held 106,055 VWO 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 106,055 shares
    Change vs previous 13F +8,811 shares

    3.97% of the 13F portfolio, value $6,330,451.

    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 97,244 shares
    Change vs previous 13F +11,990 shares

    3.7% of the 13F portfolio, value $5,256,050.

    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 85,254 shares
    Change vs previous 13F +2,742 shares

    3.26% of the 13F portfolio, value $4,583,267.

    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 82,512 shares
    Change vs previous 13F -4,174 shares

    3.38% of the 13F portfolio, value $4,470,494.

    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 86,686 shares
    Change vs previous 13F +1,693 shares

    3.29% of the 13F portfolio, value $4,287,486.

    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 84,993 shares
    Change vs previous 13F +5,919 shares

    3.14% of the 13F portfolio, value $3,846,799.

    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 79,074 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $3,482,425.

    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).