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Kozak & Associates, Inc.: IYJ position timeline

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

Kozak & Associates, Inc. held 144,050 IYJ 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 144,050 shares
    Change vs previous 13F -75,147 shares

    4.14% of the 13F portfolio, value $23,867,639.

    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 219,197 shares
    Change vs previous 13F +4,392 shares

    6.72% of the 13F portfolio, value $34,442,497.

    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 214,805 shares
    Change vs previous 13F +12,926 shares

    6.42% of the 13F portfolio, value $33,219,594.

    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 201,879 shares
    Change vs previous 13F +69,242 shares

    5.61% of the 13F portfolio, value $28,475,016.

    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 132,637 shares
    Change vs previous 13F +23,803 shares

    3.91% of the 13F portfolio, value $19,204,483.

    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 108,834 shares
    Change vs previous 13F +6,820 shares

    3.39% of the 13F portfolio, value $13,573,805.

    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 102,014 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $13,697,365.

    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).