Skip to content
Disclosery

Kozak & Associates, Inc.: ORCL position timeline

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

Kozak & Associates, Inc. held 7,723 ORCL 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 7,723 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $1,100,561.

    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 7,720 shares
    Change vs previous 13F +6,004 shares

    0.23% of the 13F portfolio, value $1,201,330.

    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 1,716 shares
    Change vs previous 13F -46 shares

    0.07% of the 13F portfolio, value $340,680.

    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 1,762 shares
    Change vs previous 13F +269 shares

    0.08% of the 13F portfolio, value $387,415.

    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 1,493 shares
    Change vs previous 13F -74 shares

    0.07% of the 13F portfolio, value $352,005.

    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 1,567 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $210,962.

    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 1,564 shares
    Change vs previous 13F +82 shares

    0.06% of the 13F portfolio, value $260,128.

    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 1,482 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $259,044.

    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).