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Kozak & Associates, Inc.: OHI position timeline

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

Kozak & Associates, Inc. held 428 OHI 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 428 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $20,640.

    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 423 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $19,191.

    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 417 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $18,445.

    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 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $18,408.

    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 404 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $14,691.

    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 397 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $15,123.

    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 389 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $14,922.

    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 383 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,700.

    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).