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Kozak & Associates, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kozak & Associates, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Kozak & Associates, Inc. held 79,317 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,317 shares
    Change vs previous 13F -6,908 shares

    4.05% of the 13F portfolio, value $23,349,245.

    13F-HR 0001764970-26-000005 filed by Kozak & Associates, 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 86,225 shares
    Change vs previous 13F +51 shares

    4.36% of the 13F portfolio, value $22,349,603.

    13F-HR 0001764970-26-000002 filed by Kozak & Associates, 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 86,174 shares
    Change vs previous 13F -2,317 shares

    4.32% of the 13F portfolio, value $22,351,027.

    13F-HR 0001764970-26-000001 filed by Kozak & Associates, 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 88,491 shares
    Change vs previous 13F -3,334 shares

    4.66% of the 13F portfolio, value $23,667,743.

    13F-HR 0001764970-25-000008 filed by Kozak & Associates, 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 91,825 shares
    Change vs previous 13F +1,621 shares

    3.95% of the 13F portfolio, value $19,387,856.

    13F-HR 0001764970-25-000003 filed by Kozak & Associates, 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 90,204 shares
    Change vs previous 13F +925 shares

    4.56% of the 13F portfolio, value $18,268,142.

    13F-HR 0001764970-25-000002 filed by Kozak & Associates, 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 89,279 shares
    Change vs previous 13F -15,884 shares

    4.97% of the 13F portfolio, value $21,727,013.

    13F-HR 0001764970-25-000001 filed by Kozak & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 105,163 shares
    Change vs previous 13F not available

    5.76% of the 13F portfolio, value $24,374,635.

    13F-HR 0001764970-24-000006 filed by Kozak & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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