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Kovack Advisors, Inc.: SH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on SH, newest first. How the timeline and the estimate are built.

Kovack Advisors, Inc. held 12,350 SH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,350 shares
    Change vs previous 13F -600 shares

    0.02% of the 13F portfolio, value $408,167.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 12,950 shares
    Change vs previous 13F -8,125 shares

    0.03% of the 13F portfolio, value $487,309.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 21,075 shares
    Change vs previous 13F -7,000 shares

    0.04% of the 13F portfolio, value $759,332.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 28,075 shares
    Change vs previous 13F +14,904 shares

    0.1% of the 13F portfolio, value $1,037,652.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 13,171 shares
    Change vs previous 13F -81,350 shares

    0.05% of the 13F portfolio, value $522,625.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 94,521 shares
    Change vs previous 13F +83,725 shares

    0.45% of the 13F portfolio, value $4,211,856.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 10,796 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $457,534.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).