Kozak & Associates, Inc.
Position in FDS — Factset Research Systems Inc
CIK 1764970
HIGHLANDS RANCH, CO
Position in FDS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$230
New position
Shares Held
1
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#757
of 762 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Kozak & Associates, Inc. holds $637 across 2 Financial Data & Stock Exchanges names. FDS ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1 | $407 | |
| 2 | FDS |
Factset Research Systems Inc
This page
|
1 | $230 |
All Filings in FDS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230 | 1 | Shares | Sole | 2026-07-02 | |
| No filing history on record for this holder in this stock. | ||||||