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Kozak & Associates, Inc.: SCHG position timeline

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

Kozak & Associates, Inc. held 2,286 SCHG 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 2,286 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $77,988.

    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 2,284 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $70,692.

    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 2,281 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $74,958.

    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 2,279 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $72,879.

    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 2,277 shares
    Change vs previous 13F -170 shares

    0.01% of the 13F portfolio, value $67,033.

    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 2,447 shares
    Change vs previous 13F +175 shares

    0.01% of the 13F portfolio, value $59,994.

    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 2,272 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $64,344.

    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 2,270 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $59,938.

    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).