Kovack Advisors, Inc.: CB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on CB, newest first. How the timeline and the estimate are built.
Kovack Advisors, Inc. held 1,958 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,958 sharesChange vs previous 13F +112 shares
0.03% of the 13F portfolio, value $673,920.
13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,846 sharesChange vs previous 13F -254 shares
0.03% of the 13F portfolio, value $602,462.
13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 2,100 sharesChange vs previous 13F +2,100 shares
0.03% of the 13F portfolio, value $655,546.
13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -788 shares
13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 788 sharesChange vs previous 13F -23 shares
0.02% of the 13F portfolio, value $217,644.
13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 811 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $233,945.
13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).