Skip to content
Disclosery

CALTON & ASSOCIATES, INC.: COWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CALTON & ASSOCIATES, INC. on COWZ, newest first. How the timeline and the estimate are built.

CALTON & ASSOCIATES, INC. held 118,523 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,523 shares
    Change vs previous 13F +7,183 shares

    1.08% of the 13F portfolio, value $7,372,140.

    13F-HR 0001172661-26-003203 filed by CALTON & ASSOCIATES, INC.
    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 111,340 shares
    Change vs previous 13F -16,641 shares

    1% of the 13F portfolio, value $6,965,419.

    13F-HR 0001172661-26-001798 filed by CALTON & ASSOCIATES, INC.
    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 127,981 shares
    Change vs previous 13F +3,851 shares

    1.13% of the 13F portfolio, value $7,700,608.

    13F-HR 0001172661-26-000574 filed by CALTON & ASSOCIATES, INC.
    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 124,130 shares
    Change vs previous 13F -7,408 shares

    1.07% of the 13F portfolio, value $7,133,764.

    13F-HR 0001172661-25-004622 filed by CALTON & ASSOCIATES, INC.
    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 131,538 shares
    Change vs previous 13F -129,213 shares

    1.25% of the 13F portfolio, value $7,247,745.

    13F-HR 0001172661-25-003047 filed by CALTON & ASSOCIATES, INC.
    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/A 260,751 shares
    Change vs previous 13F +183,823 shares

    3.26% of the 13F portfolio, value $14,278,720.

    13F-HR/A 0001172661-25-002159 filed by CALTON & ASSOCIATES, INC.
    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 76,928 shares
    Change vs previous 13F -98,489 shares

    1.92% of the 13F portfolio, value $4,344,885.

    13F-HR 0001172661-25-000329 filed by CALTON & ASSOCIATES, INC.
    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/A 175,417 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $10,144,416.

    13F-HR/A 0001172661-24-004314 filed by CALTON & ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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