Kozak & Associates, Inc.

Position in IREN — IREN Ltd

CIK 1764970 HIGHLANDS RANCH, CO

Position in IREN

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

Position Value

$20,578

+$5,152 QoQ

Shares Held

450

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#570

of 672 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Kozak & Associates, Inc. holds $3,051,312 across 4 Capital Markets names. IREN ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	25,933	$2,392,837
2	GS	Goldman Sachs Group Inc	460	$465,230
3	MS	Morgan Stanley	826	$172,667
4	IREN	IREN Ltd This page	450	$20,578

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,578	450	0.0%	Shares	Sole	2026-07-02
2026-03-31	$15,426	450	+200.0%	Shares	Sole	2026-04-14
2025-12-31	$5,665	150	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.