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Disclosery

Centric Wealth Management: COWZ position timeline

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

Centric Wealth Management held 9,654 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,654 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $610,541.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 9,654 shares
    Change vs previous 13F -6,774 shares

    0.12% of the 13F portfolio, value $610,541.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 16,428 shares
    Change vs previous 13F -2,218 shares

    0.22% of the 13F portfolio, value $1,026,646.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 18,646 shares
    Change vs previous 13F +19 shares

    0.24% of the 13F portfolio, value $1,080,347.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 18,627 shares
    Change vs previous 13F -108,076 shares

    0.25% of the 13F portfolio, value $1,035,499.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 126,703 shares
    Change vs previous 13F -66,088 shares

    1.82% of the 13F portfolio, value $6,938,266.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 192,791 shares
    Change vs previous 13F +131,592 shares

    2.94% of the 13F portfolio, value $10,888,818.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 61,199 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $3,652,985.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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