Kovack Advisors, Inc.

SEC CIK: 0001728321
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

XYZ holding history

Block, Inc. in every 13F filed by Kovack Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XYZ overview All 13F holders of XYZ Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q1 2021

Holdings of XYZ by Kovack Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−47,434−100.0%	Sold out	Holders
Q4 2025	47,434	$3.09M	0.1%	+5,210+12.3%	Added	Holders
Q3 2025	42,224	$3.05M	0.3%	−4,289−9.2%	Reduced	Holders
Q2 2025	46,513	$3.16M	0.3%	+5,985+14.8%	Added	Holders
Q1 2025	40,528	$2.20M	0.2%	+37,432+1,209.0%	Added	Holders
Q4 2024	3,096	$263.1K	<0.1%	−190−5.8%	Reduced	Holders
Q3 2024	3,286	$220.6K	<0.1%	+169+5.4%	Added	Holders
Q2 2024	3,117	$201.0K	<0.1%	−235−7.0%	Reduced	Holders
Q1 2024	3,352	$283.5K	<0.1%	+422+14.4%	Added	Holders
Q4 2023	2,930	$226.6K	<0.1%	+2,930	New	Holders
Q3 2023	0	$0	0.0%	−4,030−100.0%	Sold out	Holders
Q2 2023	4,030	$268.3K	<0.1%	−4,195−51.0%	Reduced	Holders
Q1 2023	8,225	$564.6K	0.1%	+746+10.0%	Added	Holders
Q4 2022	7,479	$470.0K	0.1%	−6,455−46.3%	Reduced	Holders
Q3 2022	13,934	$766.0K	0.1%	−163−1.2%	Reduced	Holders
Q2 2022	14,097	$866.0K	0.1%	−767−5.2%	Reduced	Holders
Q1 2022	14,864	$2.02M	0.2%	+849+6.1%	Added	Holders
Q4 2021	14,015	$2.26M	0.2%	−206−1.4%	Reduced	Holders
Q3 2021	14,221	$3.41M	0.4%	+339+2.4%	Added	Holders
Q2 2021	13,882	$3.38M	0.4%	+643+4.9%	Added	Holders
Q1 2021	13,239	$3.01M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.