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Kozak & Associates, Inc.: MSFT position timeline

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

Kozak & Associates, Inc. held 53,589 MSFT 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 53,589 shares
    Change vs previous 13F +3,565 shares

    3.57% of the 13F portfolio, value $20,593,061.

    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 50,024 shares
    Change vs previous 13F +583 shares

    3.75% of the 13F portfolio, value $19,227,640.

    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 49,441 shares
    Change vs previous 13F -1,284 shares

    4.58% of the 13F portfolio, value $23,696,144.

    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 50,725 shares
    Change vs previous 13F -2,945 shares

    5.07% of the 13F portfolio, value $25,742,523.

    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 53,670 shares
    Change vs previous 13F +1,041 shares

    5.51% of the 13F portfolio, value $27,023,146.

    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 52,629 shares
    Change vs previous 13F +765 shares

    5.09% of the 13F portfolio, value $20,410,143.

    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 51,864 shares
    Change vs previous 13F -4,756 shares

    5.02% of the 13F portfolio, value $21,956,796.

    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 56,620 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $23,560,809.

    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).