Kozak & Associates, Inc.

Position in GM — General Motors Co

CIK 1764970 HIGHLANDS RANCH, CO

Position in GM

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$8,787

+$294 QoQ

Shares Held

114

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,435

of 1,548 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Kozak & Associates, Inc. holds $230,893 across 6 Auto Manufacturers names. GM ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	446	$187,587
2	RIVN	Rivian Automotive, Inc. / DE	1,620	$28,107
3	GM	General Motors Co This page	114	$8,787
4	LCID	Lucid Group, Inc.	567	$3,793
5	F	Ford Motor Co	140	$1,946
6	TM	Toyota Motor Corp/	4	$673

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,787	114	0.0%	Shares	Sole	2026-07-02
2026-03-31	$8,493	114	+22.6%	Shares	Sole	2026-04-14
2025-12-31	$7,562	93	0.0%	Shares	Sole	2026-01-12
2025-09-30	$5,670	93	0.0%	Shares	Sole	2025-11-18
2025-06-30	$4,576	93	-35.4%	Shares	Sole	2025-07-10
2025-03-31	$6,772	144	+0.7%	Shares	Sole	2025-04-15
2024-12-31	$7,617	143	+55.4%	Shares	Sole	2025-01-06
2024-09-30	$4,125	92	0.0%	Shares	Sole	2024-10-17
2024-06-30	$4,274	92	0.0%	Shares	Sole	2024-07-05
2024-03-31	$4,172	92	+1.1%	Shares	Sole	2024-05-17
2023-12-31	$3,268	91	-75.9%	Shares	Sole	2024-01-17
2023-09-30	$12,462	378	0.0%	Shares	Sole	2023-10-17
2023-06-30	$14,575	378	0.0%	Shares	Sole	2023-07-05
2023-03-31	$13,865	378	+0.3%	Shares	Sole	2023-04-03
2022-12-31	$12,682	377	0.0%	Shares	Sole	2023-01-03
2022-09-30	$12,097	377	-86.7%	Shares	Sole	2022-10-12
2022-06-30	$89,722	2,825	-39.3%	Shares	Sole	2022-10-12
2022-03-31	$203,653	4,656	0.0%	Shares	Sole	2022-05-26
2021-12-31	$272,981	4,656	+7.1%	Shares	Sole	2022-03-11
2021-09-30	$229,183	4,348	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.