Back to IIF
Kozak & Associates, Inc. → IIF
Kozak & Associates, Inc. IIF Position History
Morgan Stanley India Investment Fund, Inc. • Financial Services
Quarters held
5
Latest value
$146K
Q3 2026
Peak value
$263K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $238K |
| Q4 2025 | $263K |
| Q1 2026 | $215K |
| Q2 2026 | $206K |
| Q3 2026 | $146K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $146K | 10.0K | — | — |
| Q2 2026 | $206K | 10.0K | — | — |
| Q1 2026 | $215K | 10.0K | — | — |
| Q4 2025 | $263K | 10.0K | — | — |
| Q3 2025 | $238K | 10.0K | — | — |
Other funds holding IIF
Other Kozak & Associates, Inc. positions
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STT-PG
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STT-PG
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SPY
$47MSTATE STREET SPDR S&P 500 ETF
SPY
$46.7MSTATE STREET SPDR S&P 500 ETF
QQQ
$46.1MINVESCO QQQ TRUST SERIES I