ZIM β€” ZIM INTEGRATED SHIPPING SERV SHS

Ownership history in Kozak & Associates, Inc.  Β·  9 quarters on record

AI Ownership Summary

Kozak & Associates, Inc. reported ZIM INTEGRATED SHIPPING SERV SHS (ZIM) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows ZIM 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.

What this ZIM 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 ZIM INTEGRATED SHIPPING SERV SHS, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q2

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 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 ZIM β€” position size vs. price
% of Fund (quarterly)    ZIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 205 β€” 0% 0.00% $5K 2026-04-14 $26.39
2025 Q4 UNCHANGED 205 β€” 0% 0.00% $5K 2026-01-12 $22.51
2025 Q3 UNCHANGED 205 β€” 0% 0.00% $3K 2025-11-18 $16.44
2025 Q2 UNCHANGED 205 β€” 0% 0.00% $3K 2025-07-10 $15.52
2025 Q1 UNCHANGED 205 β€” 0% 0.00% $3K 2025-04-15 $12.82
2024 Q4 REDUCED 205 -250 -54.9% 0.00% $5K 2025-01-06 $16.34
2024 Q3 UNCHANGED 455 β€” 0% 0.00% $10K 2024-10-17 $13.33
2024 Q2 UNCHANGED 455 β€” 0% 0.00% $10K 2024-07-05 $13.37
2024 Q1 INITIATED 455 β€” β€” 0.00% $9K 2024-05-17 $11.20

FAQ About Kozak & Associates, Inc. and ZIM

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 ZIM?

Kozak & Associates, Inc. reported ZIM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for ZIM was 0.00% in 2024 Q2.

What is the latest reported ZIM position on this page?

The most recent filing on this page is 2026 Q1, when Kozak & Associates, Inc. reported 205 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this ZIM ownership page compare?

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