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Cresset Asset Management, LLC: COWZ position timeline

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

Cresset Asset Management, LLC held 75,439 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,439 shares
    Change vs previous 13F +3,431 shares

    0.02% of the 13F portfolio, value $4,692,278.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 72,008 shares
    Change vs previous 13F +9,631 shares

    0.02% of the 13F portfolio, value $4,504,816.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 62,377 shares
    Change vs previous 13F +58,015 shares

    0.02% of the 13F portfolio, value $3,791,706.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 4,362 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $250,696.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 4,352 shares
    Change vs previous 13F -121,860 shares

    <0.01% of the 13F portfolio, value $239,801.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 126,212 shares
    Change vs previous 13F +14,515 shares

    0.03% of the 13F portfolio, value $6,911,348.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 111,697 shares
    Change vs previous 13F +8,714 shares

    0.03% of the 13F portfolio, value $6,334,953.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 102,983 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,980,795.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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