Skip to content
Disclosery

Kozak & Associates, Inc.: DRI position timeline

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

Kozak & Associates, Inc. held 2,604 DRI 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 2,604 shares
    Change vs previous 13F +20 shares

    0.09% of the 13F portfolio, value $525,796.

    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 2,584 shares
    Change vs previous 13F +19 shares

    0.1% of the 13F portfolio, value $495,866.

    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 2,565 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $519,014.

    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 2,565 shares
    Change vs previous 13F +41 shares

    0.09% of the 13F portfolio, value $440,608.

    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 2,524 shares
    Change vs previous 13F +17 shares

    0.11% of the 13F portfolio, value $544,812.

    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 2,507 shares
    Change vs previous 13F +18 shares

    0.12% of the 13F portfolio, value $499,520.

    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 2,489 shares
    Change vs previous 13F +22 shares

    0.11% of the 13F portfolio, value $467,219.

    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 2,467 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $402,012.

    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).