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Kozak & Associates, Inc.: IETC position timeline

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

Kozak & Associates, Inc. held 464,639 IETC 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 464,639 shares
    Change vs previous 13F -189,328 shares

    8.54% of the 13F portfolio, value $49,182,059.

    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 653,967 shares
    Change vs previous 13F +12,663 shares

    12.07% of the 13F portfolio, value $61,888,210.

    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 641,304 shares
    Change vs previous 13F -3,878 shares

    12.73% of the 13F portfolio, value $65,866,410.

    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 645,182 shares
    Change vs previous 13F -37,279 shares

    12.7% of the 13F portfolio, value $64,511,717.

    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 682,461 shares
    Change vs previous 13F +3,267 shares

    13.29% of the 13F portfolio, value $65,209,143.

    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 679,194 shares
    Change vs previous 13F +16,405 shares

    12.54% of the 13F portfolio, value $50,253,573.

    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 662,789 shares
    Change vs previous 13F -12,178 shares

    13.1% of the 13F portfolio, value $57,324,597.

    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 674,967 shares
    Change vs previous 13F not available

    12.84% of the 13F portfolio, value $54,321,333.

    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).