Position in MA
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$40,060
-$10,405 QoQ
Shares Held
78
-22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,433
of 3,555 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Kozak & Associates, Inc. holds $2,810,570 across 6 Credit Services names. MA ranks #4 (1.4% of the industry book) .
All Filings in MA
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,060 | 78 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $50,465 | 101 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $57,658 | 101 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $69,394 | 122 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $60,689 | 108 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $61,389 | 112 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $37,386 | 71 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $35,059 | 71 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $28,234 | 64 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $30,820 | 64 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $27,296 | 64 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $25,338 | 64 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $20,451 | 52 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $18,897 | 52 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $18,081 | 52 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $14,501 | 51 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $16,720 | 53 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $17,154 | 48 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $17,247 | 48 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $13,211 | 38 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||