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Kozak & Associates, Inc.: EPD position timeline

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

Kozak & Associates, Inc. held 2,795 EPD 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 2,795 shares
    Change vs previous 13F +25 shares

    0.02% of the 13F portfolio, value $102,075.

    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 2,770 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $103,656.

    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 2,744 shares
    Change vs previous 13F -140 shares

    0.02% of the 13F portfolio, value $87,913.

    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 2,884 shares
    Change vs previous 13F +206 shares

    0.02% of the 13F portfolio, value $91,562.

    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 2,678 shares
    Change vs previous 13F +1,431 shares

    0.02% of the 13F portfolio, value $85,428.

    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 1,247 shares
    Change vs previous 13F +168 shares

    0.01% of the 13F portfolio, value $37,798.

    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 1,079 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $34,359.

    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 1,061 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $30,982.

    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).