Kozak & Associates, Inc.

Position in TM — Toyota Motor Corp/

CIK 1764970 HIGHLANDS RANCH, CO

Position in TM

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

Position Value

$673

-$151 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#631

of 639 holders

Holding Since

Sep 2023

7 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. TM ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	446	$187,587
2	RIVN	Rivian Automotive, Inc. / DE	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/ This page	4	$673

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$673	4	0.0%	Shares	Sole	2026-07-02
2026-03-31	$824	4	0.0%	Shares	Sole	2026-04-14
2025-12-31	$856	4	0.0%	Shares	Sole	2026-01-12
2025-09-30	$764	4	0.0%	Shares	Sole	2025-11-18
2025-06-30	$689	4	0.0%	Shares	Sole	2025-07-10
2025-03-31	$706	4	-63.6%	Shares	Sole	2025-04-15
2023-09-30	$1,977	11	—	Shares	Sole	2023-10-17
No filing history on record for this holder in this stock.