Skip to content
Disclosery

Cassady Wealth & Retirement Planning, LLC: COWZ position timeline

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

Cassady Wealth & Retirement Planning, LLC held 52,647 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,647 shares
    Change vs previous 13F -586 shares

    1.52% of the 13F portfolio, value $3,274,625.

    13F-HR 0002121075-26-000003 filed by Cassady Wealth & Retirement Planning, 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 53,233 shares
    Change vs previous 13F +3,126 shares

    1.75% of the 13F portfolio, value $3,380,825.

    13F-HR 0002121075-26-000002 filed by Cassady Wealth & Retirement Planning, 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 50,107 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $3,014,956.

    13F-HR 0002121075-26-000001 filed by Cassady Wealth & Retirement Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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