Position in DE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$876,644
+$100,417 QoQ
Shares Held
1,382
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,415
of 2,638 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Kozak & Associates, Inc. holds $2,951,117 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (29.7% of the industry book) .
All Filings in DE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,644 | 1,382 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $776,227 | 1,378 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $639,693 | 1,374 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $628,732 | 1,375 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $705,275 | 1,387 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $648,641 | 1,382 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $585,977 | 1,383 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $9,763,018 | 23,394 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $8,709,315 | 23,310 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $8,478,495 | 20,642 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $7,151,275 | 17,884 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $4,536,107 | 12,020 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,395,474 | 3,444 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,210,977 | 2,933 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,233,113 | 2,876 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $958,932 | 2,872 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $828,034 | 2,765 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $507,692 | 1,222 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $419,011 | 1,222 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $254,318 | 759 | Shares | Sole | 2021-11-16 | |
| 2020-12-31 | $180,263 | 670 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||