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Kozak & Associates, Inc.: IYG position timeline

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

Kozak & Associates, Inc. held 305,432 IYG 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 305,432 shares
    Change vs previous 13F -124,951 shares

    4.89% of the 13F portfolio, value $28,194,395.

    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 430,383 shares
    Change vs previous 13F +9,858 shares

    7.3% of the 13F portfolio, value $37,443,280.

    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 420,525 shares
    Change vs previous 13F +2,792 shares

    7.66% of the 13F portfolio, value $39,663,873.

    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 417,733 shares
    Change vs previous 13F +98,267 shares

    7.06% of the 13F portfolio, value $35,874,912.

    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 319,466 shares
    Change vs previous 13F +49,900 shares

    5.62% of the 13F portfolio, value $27,553,925.

    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 269,566 shares
    Change vs previous 13F +7,930 shares

    4.98% of the 13F portfolio, value $19,974,833.

    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 261,636 shares
    Change vs previous 13F +11,087 shares

    4.69% of the 13F portfolio, value $20,517,510.

    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 250,549 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $18,771,220.

    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).