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Cooksen Wealth, LLC: PWV position timeline

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

Cooksen Wealth, LLC held 51,511 PWV 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 51,511 shares
    Change vs previous 13F 0 shares

    2.46% of the 13F portfolio, value $3,902,988.

    13F-HR 0001214659-26-009193 filed by Cooksen Wealth, 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 51,511 shares
    Change vs previous 13F 0 shares

    2.61% of the 13F portfolio, value $3,590,832.

    13F-HR 0001214659-26-005313 filed by Cooksen Wealth, 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 51,511 shares
    Change vs previous 13F 0 shares

    2.51% of the 13F portfolio, value $3,426,512.

    13F-HR 0001214659-26-000626 filed by Cooksen Wealth, 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 51,511 shares
    Change vs previous 13F 0 shares

    2.51% of the 13F portfolio, value $3,359,032.

    13F-HR 0001214659-25-015566 filed by Cooksen Wealth, 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 51,511 shares
    Change vs previous 13F -800 shares

    2.57% of the 13F portfolio, value $3,200,894.

    13F-HR 0001214659-25-012294 filed by Cooksen Wealth, 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 52,311 shares
    Change vs previous 13F 0 shares

    3.01% of the 13F portfolio, value $2,964,987.

    13F-HR 0001214659-25-006583 filed by Cooksen Wealth, 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 52,311 shares
    Change vs previous 13F 0 shares

    2.74% of the 13F portfolio, value $2,975,235.

    13F-HR 0001214659-25-001615 filed by Cooksen Wealth, 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 52,311 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $3,050,835.

    13F-HR 0001214659-24-017870 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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