Position in SOLV
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$4,937
+$758 QoQ
Shares Held
64
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#731
of 868 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Kozak & Associates, Inc. holds $24,134 across 3 Medical Instruments & Supplies names. SOLV ranks #3 (20.5% of the industry book) .
All Filings in SOLV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,937 | 64 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $4,179 | 64 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,071 | 64 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,672 | 64 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $4,853 | 64 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,866 | 64 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,227 | 64 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $4,462 | 64 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,648 | 69 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $4,798 | 69 | Shares | Sole | 2024-05-17 | |
| No filing history on record for this holder in this stock. | ||||||