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Kozak & Associates, Inc.: NVDA position timeline

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

Kozak & Associates, Inc. held 116,352 NVDA 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 116,352 shares
    Change vs previous 13F -13,956 shares

    3.99% of the 13F portfolio, value $22,988,813.

    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 130,308 shares
    Change vs previous 13F -4,528 shares

    4.81% of the 13F portfolio, value $24,668,635.

    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 134,836 shares
    Change vs previous 13F -6,233 shares

    4.82% of the 13F portfolio, value $24,925,776.

    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 141,069 shares
    Change vs previous 13F -16,408 shares

    5.18% of the 13F portfolio, value $26,323,481.

    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 157,477 shares
    Change vs previous 13F +898 shares

    5.23% of the 13F portfolio, value $25,649,875.

    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 156,579 shares
    Change vs previous 13F +2,543 shares

    4.32% of the 13F portfolio, value $17,334,822.

    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 154,036 shares
    Change vs previous 13F -60,875 shares

    5.09% of the 13F portfolio, value $22,253,604.

    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 214,911 shares
    Change vs previous 13F not available

    6.89% of the 13F portfolio, value $29,167,771.

    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).