RH RH COM

Ownership history in Kozak & Associates, Inc.  ·  18 quarters on record

AI Ownership Summary

Kozak & Associates, Inc. reported RH COM (RH) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows RH 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 RH 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 RH COM, 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 RH — position size vs. price
% of Fund (quarterly)    RH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 35 0% 0.00% $4K 2026-04-14 $130.72
2025 Q4 UNCHANGED 35 0% 0.00% $8K 2026-01-12 $218.18
2025 Q3 UNCHANGED 35 0% 0.00% $5K 2025-11-18 $141.55
2025 Q2 UNCHANGED 35 0% 0.00% $7K 2025-07-10 $213.45
2025 Q1 ADDED 35 +30 +600.0% 0.00% $6K 2025-04-15 $159.52
2024 Q4 UNCHANGED 5 0% 0.00% $2K 2025-01-06 $414.96
2024 Q3 UNCHANGED 5 0% 0.00% $2K 2024-10-17 $348.10
2024 Q2 UNCHANGED 5 0% 0.00% $1K 2024-07-05 $238.02
2024 Q1 UNCHANGED 5 0% 0.00% $1K 2024-05-17 $278.41
2023 Q4 UNCHANGED 5 0% 0.00% $1K 2024-01-17 $254.55
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kozak & Associates, Inc. and RH

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 RH?

Kozak & Associates, Inc. reported RH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for RH was 0.00% in 2025 Q4.

What is the latest reported RH position on this page?

The most recent filing on this page is 2026 Q1, when Kozak & Associates, Inc. reported 35 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this RH ownership page compare?

The chart compares Kozak & Associates, Inc.'s quarterly RH 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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