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Disclosery

AE Wealth Management LLC: COWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on COWZ, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 21,556 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,556 shares
    Change vs previous 13F +106 shares

    0.01% of the 13F portfolio, value $1,340,781.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,450 shares
    Change vs previous 13F +5,207 shares

    0.01% of the 13F portfolio, value $1,341,904.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,243 shares
    Change vs previous 13F +1,599 shares

    0.01% of the 13F portfolio, value $977,327.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,644 shares
    Change vs previous 13F -823 shares

    0.01% of the 13F portfolio, value $841,579.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,467 shares
    Change vs previous 13F -8,996 shares

    0.01% of the 13F portfolio, value $852,223.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,463 shares
    Change vs previous 13F +12,239 shares

    0.01% of the 13F portfolio, value $1,339,604.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,224 shares
    Change vs previous 13F -15,723 shares

    0.01% of the 13F portfolio, value $690,406.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,947 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,616,202.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).