Kozak & Associates, Inc. SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B

Ownership history in Kozak & Associates, Inc.  ·  19 quarters on record

AI Ownership Summary

Kozak & Associates, Inc. reported SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B (SQM) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows SQM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SQM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kozak & Associates, Inc.'s position in SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SQM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kozak & Associates, Inc. held SQM — position size vs. price
% of Fund (quarterly)    SQM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 90 0% 0.00% $7K 2026-07-02 $72.70
2026 Q1 UNCHANGED 90 0% 0.00% $8K 2026-04-14 $87.93
2025 Q4 UNCHANGED 90 0% 0.00% $7K 2026-01-12 $76.89
2025 Q3 UNCHANGED 90 0% 0.00% $5K 2025-11-18 $58.73
2025 Q2 UNCHANGED 90 0% 0.00% $3K 2025-07-10 $38.68
2025 Q1 UNCHANGED 90 0% 0.00% $3K 2025-04-15 $34.48
2024 Q4 UNCHANGED 90 0% 0.00% $3K 2025-01-06 $38.12
2024 Q3 UNCHANGED 90 0% 0.00% $4K 2024-10-17 $38.17
2024 Q2 UNCHANGED 90 0% 0.00% $4K 2024-07-05 $40.92
2024 Q1 UNCHANGED 90 0% 0.00% $4K 2024-05-17 $47.31
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SQM

As of 2026 Q2 — sorted by position size

Hilltop National Bank 0.01% CX Institutional 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Kozak & Associates, Inc. and SQM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kozak & Associates, Inc. reported owning SQM?

Kozak & Associates, Inc. reported SQM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SQM position in Kozak & Associates, Inc.'s portfolio?

The largest reported portfolio weight for SQM was 0.00% in 2026 Q1.

What is the latest reported SQM position on this page?

The most recent filing on this page is 2026 Q2, when Kozak & Associates, Inc. reported 90 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this SQM ownership page compare?

The chart compares Kozak & Associates, Inc.'s quarterly SQM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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