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Disclosery

BCS Wealth Management: COWZ position timeline

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

BCS Wealth Management held 83,108 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,108 shares
    Change vs previous 13F +6,528 shares

    0.93% of the 13F portfolio, value $5,169,264.

    13F-HR 0001798172-26-000003 filed by BCS Wealth Management
    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 76,580 shares
    Change vs previous 13F -77,512 shares

    0.98% of the 13F portfolio, value $4,790,825.

    13F-HR 0001798172-26-000002 filed by BCS Wealth Management
    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 154,092 shares
    Change vs previous 13F +80,599 shares

    0.94% of the 13F portfolio, value $9,271,721.

    13F-HR 0001798172-26-000001 filed by BCS Wealth Management
    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 73,493 shares
    Change vs previous 13F +6,283 shares

    0.95% of the 13F portfolio, value $4,223,631.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 67,210 shares
    Change vs previous 13F +9,088 shares

    0.8% of the 13F portfolio, value $3,703,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    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 58,122 shares
    Change vs previous 13F +6,321 shares

    0.82% of the 13F portfolio, value $3,183,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    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 51,801 shares
    Change vs previous 13F +6,518 shares

    0.73% of the 13F portfolio, value $2,926,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    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 45,283 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,619,000.

    13F-HR 0001798172-24-000007 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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