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Aprio Wealth Management, LLC: COWZ position timeline

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

Aprio Wealth Management, LLC held 670,801 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 670,801 shares
    Change vs previous 13F -46,383 shares

    2.06% of the 13F portfolio, value $41,723,814.

    13F-HR 0001398344-26-012645 filed by Aprio 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 717,184 shares
    Change vs previous 13F +13,126 shares

    2.45% of the 13F portfolio, value $44,867,024.

    13F-HR 0001398344-26-008933 filed by Aprio 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 704,058 shares
    Change vs previous 13F +35,747 shares

    2.43% of the 13F portfolio, value $42,363,142.

    13F-HR 0001803519-26-000001 filed by Aprio 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 668,311 shares
    Change vs previous 13F +28,041 shares

    3.82% of the 13F portfolio, value $38,407,828.

    13F-HR 0001803519-25-000006 filed by Aprio 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 640,270 shares
    Change vs previous 13F +140,092 shares

    3.98% of the 13F portfolio, value $35,278,860.

    13F-HR 0001803519-25-000004 filed by Aprio 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 500,178 shares
    Change vs previous 13F +138,161 shares

    3.43% of the 13F portfolio, value $27,389,724.

    13F-HR 0001803519-25-000003 filed by Aprio 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 362,017 shares
    Change vs previous 13F +33,902 shares

    2.98% of the 13F portfolio, value $20,446,741.

    13F-HR 0001472800-25-000002 filed by Aprio 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 328,115 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $18,974,868.

    13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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