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Benchmark Wealth Management, LLC: COWZ position timeline

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

Benchmark Wealth Management, LLC held 5,208 COWZ shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 5,208 shares
    Change vs previous 13F -2,157 shares

    0.13% of the 13F portfolio, value $286,947.

    13F-HR 0001788241-25-000004 filed by Benchmark 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 ended2025-03-31
    13F 7,365 shares
    Change vs previous 13F -1,913 shares

    0.2% of the 13F portfolio, value $403,287.

    13F-HR 0001788241-25-000003 filed by Benchmark 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 ended2024-12-31
    13F 9,278 shares
    Change vs previous 13F -47 shares

    0.26% of the 13F portfolio, value $524,000.

    13F-HR 0001788241-25-000002 filed by Benchmark 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 ended2024-09-30
    13F 9,325 shares
    Change vs previous 13F -98 shares

    0.27% of the 13F portfolio, value $539,241.

    13F-HR 0001788241-24-000007 filed by Benchmark 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 ended2024-06-30
    13F 9,423 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $513,452.

    13F-HR 0001788241-24-000006 filed by Benchmark 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 ended2024-03-31
    13F 9,423 shares
    Change vs previous 13F -133 shares

    0.3% of the 13F portfolio, value $547,563.

    13F-HR 0001788241-24-000003 filed by Benchmark 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 ended2023-12-31
    13F 9,556 shares
    Change vs previous 13F -500 shares

    0.29% of the 13F portfolio, value $496,808.

    13F-HR 0001788241-24-000001 filed by Benchmark 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 ended2023-09-30
    13F 10,056 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $497,060.

    13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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