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Kozak & Associates, Inc.: COST position timeline

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

Kozak & Associates, Inc. held 13,058 COST 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 13,058 shares
    Change vs previous 13F -1,650 shares

    2.1% of the 13F portfolio, value $12,074,276.

    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 14,708 shares
    Change vs previous 13F -291 shares

    2.81% of the 13F portfolio, value $14,426,456.

    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 14,999 shares
    Change vs previous 13F -2,566 shares

    2.68% of the 13F portfolio, value $13,871,934.

    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 17,565 shares
    Change vs previous 13F -2,706 shares

    3.16% of the 13F portfolio, value $16,029,666.

    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 20,271 shares
    Change vs previous 13F -56 shares

    4.06% of the 13F portfolio, value $19,907,581.

    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 20,327 shares
    Change vs previous 13F +391 shares

    4.97% of the 13F portfolio, value $19,906,472.

    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 19,936 shares
    Change vs previous 13F +550 shares

    4.18% of the 13F portfolio, value $18,272,719.

    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 19,386 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $17,202,618.

    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).