Kozak & Associates, Inc.
CIK
0001764970
City
HIGHLANDS RANCH
State / Country
CO
Holdings in IIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,735 | 222 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $2,748 | 219 | Shares | Sole | 2025-11-18 |
| 2025-06-30 | $2,479 | 213 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $2,501 | 209 | Shares | Sole | 2025-04-15 |
| 2024-12-31 | $2,437 | 205 | Shares | Sole | 2025-01-06 |
| 2024-09-30 | $2,601 | 202 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $2,443 | 198 | Shares | Sole | 2024-07-05 |
| 2024-03-31 | $2,352 | 196 | Shares | Sole | 2024-05-17 |
| 2023-12-31 | $2,263 | 193 | Shares | Sole | 2024-01-17 |
| 2023-09-30 | $1,976 | 190 | Shares | Sole | 2023-10-17 |
| 2023-06-30 | $2,222 | 188 | Shares | Sole | 2023-07-05 |
| 2023-03-31 | $2,257 | 185 | Shares | Sole | 2023-04-03 |
| 2022-12-31 | $2,205 | 183 | Shares | Sole | 2023-01-03 |
| 2022-09-30 | $2,083 | 181 | Shares | Sole | 2022-10-12 |
| 2022-06-30 | $2,290 | 178 | Shares | Sole | 2022-10-12 |
| 2022-03-31 | $2,453 | 176 | Shares | Sole | 2022-05-26 |
| 2021-12-31 | $2,999 | 176 | Shares | Sole | 2022-03-11 |
| 2021-09-30 | $2,821 | 173 | Shares | Sole | 2021-11-16 |