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Bullock Wealth Management Group: COWZ position timeline

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

Bullock Wealth Management Group held 73,128 COWZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 73,128 shares
    Change vs previous 13F +7,166 shares

    2.05% of the 13F portfolio, value $4,945,659.

    13F-HR 0002067581-26-000013 filed by Bullock Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 65,962 shares
    Change vs previous 13F +10,436 shares

    1.8% of the 13F portfolio, value $4,140,443.

    13F-HR 0002067581-26-000001 filed by Bullock Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2026-03-31
    13F 55,526 shares
    Change vs previous 13F -2,395 shares

    1.74% of the 13F portfolio, value $3,460,943.

    13F-HR 0002067581-26-000004 filed by Bullock Wealth Management Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 57,921 shares
    Change vs previous 13F -268 shares

    1.71% of the 13F portfolio, value $3,485,109.

    13F-HR 0002067581-26-000005 filed by Bullock Wealth Management Group
    Accepted , ingested

  5. period ended2025-09-30
    13F 58,189 shares
    Change vs previous 13F -2,518 shares

    1.67% of the 13F portfolio, value $3,364,490.

    13F-HR 0002067581-26-000006 filed by Bullock Wealth Management Group
    Accepted , ingested

  6. period ended2025-06-30
    13F 60,707 shares
    Change vs previous 13F -6,342 shares

    1.81% of the 13F portfolio, value $3,405,663.

    13F-HR 0002067581-26-000007 filed by Bullock Wealth Management Group
    Accepted , ingested

  7. period ended2025-03-31
    13F 67,049 shares
    Change vs previous 13F +12,120 shares

    2.05% of the 13F portfolio, value $3,661,546.

    13F-HR 0002067581-26-000008 filed by Bullock Wealth Management Group
    Accepted , ingested

  8. period ended2024-12-31
    13F 54,929 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $3,102,390.

    13F-HR 0002067581-26-000009 filed by Bullock Wealth Management Group
    Accepted , ingested