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Disclosery

Avidian Wealth Enterprises, LLC: COWZ position timeline

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

Avidian Wealth Enterprises, LLC held 21,024 COWZ shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,024 shares
    Change vs previous 13F -64 shares

    0.04% of the 13F portfolio, value $1,403,538.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,088 shares
    Change vs previous 13F -1,542 shares

    0.04% of the 13F portfolio, value $1,311,652.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 22,630 shares
    Change vs previous 13F +1,727 shares

    0.04% of the 13F portfolio, value $1,415,740.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,903 shares
    Change vs previous 13F -15,600 shares

    0.05% of the 13F portfolio, value $1,257,763.

    13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 36,503 shares
    Change vs previous 13F +777 shares

    0.08% of the 13F portfolio, value $2,097,855.

    13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 35,726 shares
    Change vs previous 13F +957 shares

    0.08% of the 13F portfolio, value $1,968,478.

    13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 34,769 shares
    Change vs previous 13F +24,410 shares

    0.08% of the 13F portfolio, value $1,903,931.

    13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,359 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $585,052.

    13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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