Kozak & Associates, Inc.

Position in RIVN — Rivian Automotive, Inc. / DE

CIK 1764970 HIGHLANDS RANCH, CO

Position in RIVN

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

Position Value

$28,107

+$3,726 QoQ

Shares Held

1,620

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#552

of 812 holders

Holding Since

Dec 2021

19 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. RIVN ranks #2 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	446	$187,587
2	RIVN	Rivian Automotive, Inc. / DE This page	1,620	$28,107
3	GM	General Motors Co	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

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,107	1,620	0.0%	Shares	Sole	2026-07-02
2026-03-31	$24,381	1,620	0.0%	Shares	Sole	2026-04-14
2025-12-31	$31,930	1,620	0.0%	Shares	Sole	2026-01-12
2025-09-30	$23,781	1,620	0.0%	Shares	Sole	2025-11-18
2025-06-30	$22,258	1,620	0.0%	Shares	Sole	2025-07-10
2025-03-31	$20,169	1,620	0.0%	Shares	Sole	2025-04-15
2024-12-31	$21,546	1,620	0.0%	Shares	Sole	2025-01-06
2024-09-30	$18,176	1,620	0.0%	Shares	Sole	2024-10-17
2024-06-30	$21,740	1,620	0.0%	Shares	Sole	2024-07-05
2024-03-31	$17,739	1,620	+130.4%	Shares	Sole	2024-05-17
2023-12-31	$16,492	703	0.0%	Shares	Sole	2024-01-17
2023-09-30	$17,068	703	0.0%	Shares	Sole	2023-10-17
2023-06-30	$11,711	703	0.0%	Shares	Sole	2023-07-05
2023-03-31	$10,882	703	0.0%	Shares	Sole	2023-04-03
2022-12-31	$12,956	703	0.0%	Shares	Sole	2023-01-03
2022-09-30	$23,135	703	+7.7%	Shares	Sole	2022-10-12
2022-06-30	$16,808	653	+158.1%	Shares	Sole	2022-10-12
2022-03-31	$12,710	253	0.0%	Shares	Sole	2022-05-26
2021-12-31	$26,233	253	—	Shares	Sole	2022-03-11
No filing history on record for this holder in this stock.