Position in MFC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$81,020
+$12,140 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#641
of 805 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MFC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Kozak & Associates, Inc. holds $239,065 across 5 Insurance - Life names. MFC ranks #2 (33.9% of the industry book) .
All Filings in MFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,020 | 2,000 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $68,880 | 2,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $72,560 | 2,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $62,300 | 2,000 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $63,920 | 2,000 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||