Kozak & Associates, Inc.

Position in TSLA — Tesla, Inc.

CIK 1764970 HIGHLANDS RANCH, CO

Position in TSLA

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

Position Value

$187,587

+$32,939 QoQ

Shares Held

446

+7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#4,016

of 4,242 holders

Holding Since

Sep 2021

20 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. TSLA ranks #1 (81.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	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/	4	$673

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$187,587	446	+7.2%	Shares	Sole	2026-07-02
2026-03-31	$154,648	416	+0.5%	Shares	Sole	2026-04-14
2025-12-31	$186,184	414	-30.8%	Shares	Sole	2026-01-12
2025-09-30	$265,942	598	-42.1%	Shares	Sole	2025-11-18
2025-06-30	$328,142	1,033	+27.8%	Shares	Sole	2025-07-10
2025-03-31	$209,401	808	+32.9%	Shares	Sole	2025-04-15
2024-12-31	$245,534	608	-2.4%	Shares	Sole	2025-01-06
2024-09-30	$162,995	623	0.0%	Shares	Sole	2024-10-17
2024-06-30	$123,279	623	0.0%	Shares	Sole	2024-07-05
2024-03-31	$109,517	623	-85.0%	Shares	Sole	2024-05-17
2023-12-31	$1,034,670	4,164	-67.2%	Shares	Sole	2024-01-17
2023-09-30	$3,176,542	12,695	+216.6%	Shares	Sole	2023-10-17
2023-06-30	$1,049,697	4,010	+15.7%	Shares	Sole	2023-07-05
2023-03-31	$719,056	3,466	+20.8%	Shares	Sole	2023-04-03
2022-12-31	$353,526	2,870	+20.9%	Shares	Sole	2023-01-03
2022-09-30	$629,438	2,373	+1471.5%	Shares	Sole	2022-10-12
2022-06-30	$101,686	151	+10.2%	Shares	Sole	2022-10-12
2022-03-31	$147,631	137	0.0%	Shares	Sole	2022-05-26
2021-12-31	$144,778	137	0.0%	Shares	Sole	2022-03-11
2021-09-30	$106,240	137	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.