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Kagan Cocozza Asset Management: XLK position timeline

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

Kagan Cocozza Asset Management held 20,283 XLK 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 20,283 shares
    Change vs previous 13F -3,492 shares

    2.42% of the 13F portfolio, value $3,864,368.

    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 23,775 shares
    Change vs previous 13F +335 shares

    2.22% of the 13F portfolio, value $3,159,733.

    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 23,440 shares
    Change vs previous 13F +13,110 shares

    2.4% of the 13F portfolio, value $3,374,695.

    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 10,330 shares
    Change vs previous 13F -3,451 shares

    2.2% of the 13F portfolio, value $2,911,689.

    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 13,781 shares
    Change vs previous 13F -148 shares

    2.68% of the 13F portfolio, value $3,489,830.

    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 13,929 shares
    Change vs previous 13F -144 shares

    2.35% of the 13F portfolio, value $2,876,115.

    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 14,073 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $3,272,316.

    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).