Position in A
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$796
+$113 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,091
of 1,112 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Kozak & Associates, Inc. holds $18,921 across 3 Diagnostics & Research names. A ranks #3 (4.2% of the industry book) .
All Filings in A
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796 | 6 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $683 | 6 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $816 | 6 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $770 | 6 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $708 | 6 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $701 | 6 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $806 | 6 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $890 | 6 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $777 | 6 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $873 | 6 | Shares | Sole | 2024-05-17 | |
| 2023-03-31 | $319,012 | 2,306 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $427,849 | 2,859 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $347,511 | 2,859 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $339,563 | 2,859 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $378,331 | 2,859 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $456,439 | 2,859 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $450,378 | 2,859 | Shares | Sole | 2021-11-16 | |
| 2020-12-31 | $393,031 | 3,317 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||