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ATLANTIC FAMILY WEALTH, LLC: COWZ position timeline

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

ATLANTIC FAMILY WEALTH, LLC held 42,381 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,381 shares
    Change vs previous 13F +1,565 shares

    1.69% of the 13F portfolio, value $2,636,144.

    13F-HR 0002012511-26-000004 filed by ATLANTIC FAMILY WEALTH, 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 40,816 shares
    Change vs previous 13F +1,312 shares

    1.84% of the 13F portfolio, value $2,553,500.

    13F-HR 0002012511-26-000002 filed by ATLANTIC FAMILY WEALTH, 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 39,504 shares
    Change vs previous 13F -6,313 shares

    1.8% of the 13F portfolio, value $2,377,001.

    13F-HR 0002012511-26-000001 filed by ATLANTIC FAMILY WEALTH, 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 45,817 shares
    Change vs previous 13F -8,534 shares

    2.03% of the 13F portfolio, value $2,633,147.

    13F-HR 0002012511-25-000002 filed by ATLANTIC FAMILY WEALTH, 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 54,351 shares
    Change vs previous 13F -8,199 shares

    2.61% of the 13F portfolio, value $2,994,773.

    13F-HR 0001085146-25-004911 filed by ATLANTIC FAMILY WEALTH, 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 62,550 shares
    Change vs previous 13F +1,975 shares

    3.15% of the 13F portfolio, value $3,425,249.

    13F-HR 0001085146-25-002688 filed by ATLANTIC FAMILY WEALTH, 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 60,575 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $3,421,297.

    13F-HR 0001085146-25-000743 filed by ATLANTIC FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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