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Kozak & Associates, Inc.: WMB position timeline

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

Kozak & Associates, Inc. held 4,040 WMB 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 4,040 shares
    Change vs previous 13F +28 shares

    0.05% of the 13F portfolio, value $293,996.

    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 4,012 shares
    Change vs previous 13F -176 shares

    0.06% of the 13F portfolio, value $287,017.

    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 4,188 shares
    Change vs previous 13F +35 shares

    0.05% of the 13F portfolio, value $252,591.

    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 4,153 shares
    Change vs previous 13F +33 shares

    0.05% of the 13F portfolio, value $248,796.

    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 4,120 shares
    Change vs previous 13F +32 shares

    0.05% of the 13F portfolio, value $238,364.

    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 4,088 shares
    Change vs previous 13F +32 shares

    0.06% of the 13F portfolio, value $234,487.

    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 4,056 shares
    Change vs previous 13F +1,229 shares

    0.05% of the 13F portfolio, value $229,554.

    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 2,827 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $145,219.

    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).