Kozak & Associates, Inc.: VEA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kozak & Associates, Inc. on VEA, newest first. How the timeline and the estimate are built.
Kozak & Associates, Inc. held 796 VEA shares at 2026-06-30 per its 13F-HR filed 2026-07-02.
the latest 13F is the newest step
- period ended2026-06-3013F 796 sharesChange vs previous 13F +3 shares
0.01% of the 13F portfolio, value $56,034.
13F-HR 0001764970-26-000005 filed by Kozak & Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 793 sharesChange vs previous 13F +18 shares
0.01% of the 13F portfolio, value $54,101.
13F-HR 0001764970-26-000002 filed by Kozak & Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 775 sharesChange vs previous 13F -144 shares
0.01% of the 13F portfolio, value $50,018.
13F-HR 0001764970-26-000001 filed by Kozak & Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 919 sharesChange vs previous 13F +918 shares
0.01% of the 13F portfolio, value $55,645.
13F-HR 0001764970-25-000008 filed by Kozak & Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1 sharesChange vs previous 13F -227 shares
<0.01% of the 13F portfolio, value $61.
13F-HR 0001764970-25-000003 filed by Kozak & Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 228 sharesChange vs previous 13F -335 shares
<0.01% of the 13F portfolio, value $11,398.
13F-HR 0001764970-25-000002 filed by Kozak & Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 563 sharesChange vs previous 13F +410 shares
0.01% of the 13F portfolio, value $27,024.
13F-HR 0001764970-25-000001 filed by Kozak & Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 153 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $7,889.
13F-HR 0001764970-24-000006 filed by Kozak & Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).