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Kozak & Associates, Inc.: DIA position timeline

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

Kozak & Associates, Inc. held 21,352 DIA 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 21,352 shares
    Change vs previous 13F +4,350 shares

    1.94% of the 13F portfolio, value $11,154,185.

    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 17,002 shares
    Change vs previous 13F +2,131 shares

    1.6% of the 13F portfolio, value $8,197,004.

    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 14,871 shares
    Change vs previous 13F +3,144 shares

    1.42% of the 13F portfolio, value $7,361,553.

    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 11,727 shares
    Change vs previous 13F +11,014 shares

    1.08% of the 13F portfolio, value $5,468,732.

    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 713 shares
    Change vs previous 13F -8 shares

    0.06% of the 13F portfolio, value $317,047.

    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 721 shares
    Change vs previous 13F -3 shares

    0.07% of the 13F portfolio, value $292,271.

    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 724 shares
    Change vs previous 13F -130 shares

    0.07% of the 13F portfolio, value $309,131.

    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 854 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $367,963.

    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).