Back to HODL
Kozak & Associates, Inc. → HODL
Kozak & Associates, Inc. HODL Position History
VanEck Bitcoin ETF • Financial Services
Quarters held
5
Latest value
$20M
Q3 2026
Peak value
$28.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.6M |
| Q4 2025 | $25.7M |
| Q1 2026 | $28.9M |
| Q2 2026 | $24.5M |
| Q3 2026 | $20M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20M | 35.3K | — | — |
| Q2 2026 | $24.5M | 39.5K | — | — |
| Q1 2026 | $28.9M | 65.2K | — | — |
| Q4 2025 | $25.7M | 66.1K | — | — |
| Q3 2025 | $22.6M | 66.3K | — | — |
Other funds holding HODL
Other Kozak & Associates, Inc. positions
IVZ
$70MINVESCO S&P 500 REVENUE ETF
IVZ
$67.9MINVESCO S&P 500 REVENUE ETF
IVZ
$63.3MINVESCO S&P 500 REVENUE ETF
STT-PG
$48.5MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
STT-PG
$48.1MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
SPY
$47MSTATE STREET SPDR S&P 500 ETF
SPY
$46.7MSTATE STREET SPDR S&P 500 ETF
QQQ
$46.1MINVESCO QQQ TRUST SERIES I