Kozak & Associates, Inc.: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kozak & Associates, Inc. on VO, newest first. How the timeline and the estimate are built.
Kozak & Associates, Inc. held 1,076 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-02.
the latest 13F is the newest step
- period ended2026-06-3013F 1,076 sharesChange vs previous 13F +804 shares
0.02% of the 13F portfolio, value $86,496.
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 272 sharesChange vs previous 13F +3 shares
0.02% of the 13F portfolio, value $81,574.
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 269 sharesChange vs previous 13F -25 shares
0.02% of the 13F portfolio, value $80,243.
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 294 sharesChange vs previous 13F +29 shares
0.02% of the 13F portfolio, value $83,188.
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 265 sharesChange vs previous 13F -12 shares
0.02% of the 13F portfolio, value $75,061.
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 277 sharesChange vs previous 13F +13 shares
0.02% of the 13F portfolio, value $68,284.
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 264 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $70,564.
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 264 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $71,200.
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).