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Kozak & Associates, Inc.: SCHW position timeline

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

Kozak & Associates, Inc. held 25,933 SCHW 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 25,933 shares
    Change vs previous 13F -1,762 shares

    0.43% of the 13F portfolio, value $2,483,889.

    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 27,695 shares
    Change vs previous 13F -1,816 shares

    0.52% of the 13F portfolio, value $2,680,575.

    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 29,511 shares
    Change vs previous 13F -645 shares

    0.57% of the 13F portfolio, value $2,956,068.

    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 30,156 shares
    Change vs previous 13F -1,951 shares

    0.55% of the 13F portfolio, value $2,771,615.

    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 32,107 shares
    Change vs previous 13F -776 shares

    0.6% of the 13F portfolio, value $2,964,159.

    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 32,883 shares
    Change vs previous 13F -1,265 shares

    0.63% of the 13F portfolio, value $2,529,333.

    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 34,148 shares
    Change vs previous 13F -91,819 shares

    0.58% of the 13F portfolio, value $2,542,309.

    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 125,967 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $9,079,675.

    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).