BigSur Wealth Management LLC: COWZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BigSur Wealth Management LLC on COWZ, newest first. How the timeline and the estimate are built.
BigSur Wealth Management LLC held 19,155 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 19,155 sharesChange vs previous 13F 0 shares
0.29% of the 13F portfolio, value $1,191,417.
13F-HR 0001398344-26-012137 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,155 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $1,198,313.
13F-HR 0001398344-26-006828 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,155 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $1,164,347.
13F-HR 0001398344-26-001298 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,155 sharesChange vs previous 13F -12,500 shares
0.27% of the 13F portfolio, value $1,100,816.
13F-HR 0001398344-25-019122 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,655 sharesChange vs previous 13F -5,950 shares
0.44% of the 13F portfolio, value $1,744,169.
13F-HR 0001398344-25-013158 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,605 sharesChange vs previous 13F -850 shares
0.56% of the 13F portfolio, value $2,059,229.
13F-HR 0001398344-25-007207 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 38,455 sharesChange vs previous 13F -700 shares
0.62% of the 13F portfolio, value $2,181,053.
13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39,155 sharesChange vs previous 13F not available
0.63% of the 13F portfolio, value $2,274,016.
13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).