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Kozak & Associates, Inc.: V position timeline

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

Kozak & Associates, Inc. held 4,697 V 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 4,697 shares
    Change vs previous 13F +26 shares

    0.29% of the 13F portfolio, value $1,648,871.

    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 4,671 shares
    Change vs previous 13F +39 shares

    0.28% of the 13F portfolio, value $1,445,118.

    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 4,632 shares
    Change vs previous 13F -734 shares

    0.31% of the 13F portfolio, value $1,620,061.

    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 5,366 shares
    Change vs previous 13F +953 shares

    0.34% of the 13F portfolio, value $1,748,031.

    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 4,413 shares
    Change vs previous 13F +597 shares

    0.32% of the 13F portfolio, value $1,578,688.

    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 3,816 shares
    Change vs previous 13F +22 shares

    0.32% of the 13F portfolio, value $1,279,174.

    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 3,794 shares
    Change vs previous 13F +81 shares

    0.27% of the 13F portfolio, value $1,194,883.

    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 3,713 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,067,539.

    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).