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Kozak & Associates, Inc.: XSMO position timeline

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

Kozak & Associates, Inc. held 10,457 XSMO 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 10,457 shares
    Change vs previous 13F -730 shares

    0.17% of the 13F portfolio, value $960,695.

    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 11,187 shares
    Change vs previous 13F -586 shares

    0.18% of the 13F portfolio, value $924,937.

    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 11,773 shares
    Change vs previous 13F -803 shares

    0.17% of the 13F portfolio, value $882,130.

    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 12,576 shares
    Change vs previous 13F -1,503 shares

    0.17% of the 13F portfolio, value $875,004.

    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 14,079 shares
    Change vs previous 13F -1,070 shares

    0.2% of the 13F portfolio, value $973,018.

    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 15,149 shares
    Change vs previous 13F -1,566 shares

    0.22% of the 13F portfolio, value $897,882.

    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 16,715 shares
    Change vs previous 13F -22,387 shares

    0.26% of the 13F portfolio, value $1,119,571.

    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 39,102 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,664,410.

    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).