Filer Snapshot

Kozak & Associates, Inc. SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001764970.

Entity Type

Company

Total Filings

21

Latest Filing

12 Jan 2026

Industry

n/a

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Business address
1745 Shea Center Drive, Suite 345, Highlands Ranch, CO, 80129
Top securities (13F)
RWL, IETC, SPY, QQQ, IYG, IYJ, SPYG, SMH, NVDA, MSFT, AAPL, AMZN, COST, DIA, SCHW, JPM, AVGO, GOOG, V, and IJK
State of incorporation
CO
Fiscal year end
31 December

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Quick Takeaways

  • Kozak & Associates, Inc. is an SEC filer tracked under CIK 0001764970.
  • 21 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX.

What Changed

  • Latest filing: 13F-HR filed on 12 Jan 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Official SEC Source

Official SEC Source

SEC EDGAR submissions for CIK 0001764970.

See Original Filing

Filer Overview

Kozak & Associates, Inc. has filed 21 SEC EDGAR filings since 22 Feb 2021. Common forms include 13F-HR, N-PX.

Latest 13F filings

Latest Filings

Recent SEC filings for Kozak & Associates, Inc. with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jan 2026 31 Dec 2025 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Nov 2025 30 Sep 2025 028-21058
N-PX Open N-PX document View SEC filing for N-PX 25 Aug 2025 30 Jun 2025 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jul 2025 30 Jun 2025 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Apr 2025 31 Mar 2025 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Jan 2025 31 Dec 2024 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2024 30 Sep 2024 028-21058
N-PX Open N-PX document View SEC filing for N-PX 15 Jul 2024 30 Jun 2024 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Jul 2024 30 Jun 2024 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2024 31 Mar 2024 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jan 2024 31 Dec 2023 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2023 30 Sep 2023 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Jul 2023 30 Jun 2023 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Apr 2023 31 Mar 2023 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Jan 2023 31 Dec 2022 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Oct 2022 30 Jun 2022 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Oct 2022 30 Sep 2022 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 May 2022 31 Mar 2022 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Mar 2022 31 Dec 2021 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Nov 2021 30 Sep 2021 028-21058
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Feb 2021 31 Dec 2020 028-21058

About this filer

Kozak & Associates, Inc. files with the SEC under CIK 0001764970. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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