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BlueChip Wealth Advisors LLC: COWZ position timeline

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

BlueChip Wealth Advisors LLC held 20,189 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,189 shares
    Change vs previous 13F -694 shares

    0.48% of the 13F portfolio, value $1,255,757.

    13F-HR 0002015578-26-000008 filed by BlueChip Wealth Advisors 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 20,883 shares
    Change vs previous 13F -15,871 shares

    0.57% of the 13F portfolio, value $1,287,797.

    13F-HR 0002015578-26-000004 filed by BlueChip Wealth Advisors 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 36,754 shares
    Change vs previous 13F +12,923 shares

    0.93% of the 13F portfolio, value $2,211,492.

    13F-HR 0002015578-26-000002 filed by BlueChip Wealth Advisors 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 23,831 shares
    Change vs previous 13F -20,800 shares

    0.58% of the 13F portfolio, value $1,369,571.

    13F-HR 0002015578-25-000005 filed by BlueChip Wealth Advisors 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 44,631 shares
    Change vs previous 13F -69,629 shares

    1.09% of the 13F portfolio, value $2,459,199.

    13F-HR 0001085146-25-004332 filed by BlueChip Wealth Advisors 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 114,260 shares
    Change vs previous 13F -4,168 shares

    3.07% of the 13F portfolio, value $6,256,966.

    13F-HR 0001085146-25-002624 filed by BlueChip Wealth Advisors 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 118,428 shares
    Change vs previous 13F -12,657 shares

    3.71% of the 13F portfolio, value $6,688,894.

    13F-HR 0001085146-25-001054 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 131,085 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $7,580,681.

    13F-HR 0001085146-24-005754 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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