Skip to content
Disclosery

Kozak & Associates, Inc.: SAM position timeline

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

Kozak & Associates, Inc. held 48 SAM 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 48 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $8,526.

    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 48 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,670.

    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 48 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,975.

    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 48 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,308.

    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 48 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,307.

    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 48 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,733.

    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 48 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $13,907.

    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 48 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,801.

    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).