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Kozak & Associates, Inc.: RWL position timeline

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

Kozak & Associates, Inc. held 333,763 RWL 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 333,763 shares
    Change vs previous 13F -252,834 shares

    7.44% of the 13F portfolio, value $42,881,881.

    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 586,597 shares
    Change vs previous 13F +11,573 shares

    13.64% of the 13F portfolio, value $69,951,719.

    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 575,024 shares
    Change vs previous 13F +4,391 shares

    13.12% of the 13F portfolio, value $67,887,318.

    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 570,633 shares
    Change vs previous 13F -7,787 shares

    12.47% of the 13F portfolio, value $63,346,024.

    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 578,420 shares
    Change vs previous 13F +8,711 shares

    12.38% of the 13F portfolio, value $60,751,496.

    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 569,709 shares
    Change vs previous 13F +19,792 shares

    13.57% of the 13F portfolio, value $54,401,472.

    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 549,917 shares
    Change vs previous 13F +71,350 shares

    12.43% of the 13F portfolio, value $54,381,318.

    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 478,567 shares
    Change vs previous 13F not available

    11.32% of the 13F portfolio, value $47,890,163.

    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).