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Kozak & Associates, Inc.: IJK position timeline

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

Kozak & Associates, Inc. held 230,502 IJK 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 230,502 shares
    Change vs previous 13F +216,323 shares

    4.64% of the 13F portfolio, value $26,754,401.

    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 14,179 shares
    Change vs previous 13F -111 shares

    0.3% of the 13F portfolio, value $1,514,027.

    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 14,290 shares
    Change vs previous 13F +30 shares

    0.28% of the 13F portfolio, value $1,448,332.

    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 14,260 shares
    Change vs previous 13F -663 shares

    0.26% of the 13F portfolio, value $1,323,625.

    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 14,923 shares
    Change vs previous 13F -310 shares

    0.28% of the 13F portfolio, value $1,386,175.

    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 15,233 shares
    Change vs previous 13F -212 shares

    0.3% of the 13F portfolio, value $1,217,272.

    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 15,445 shares
    Change vs previous 13F -187 shares

    0.33% of the 13F portfolio, value $1,425,139.

    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 15,632 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,465,339.

    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).