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Echo Wealth Management, LLC: COWZ position timeline

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

Echo Wealth Management, LLC held 29,442 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,442 shares
    Change vs previous 13F +3,631 shares

    0.93% of the 13F portfolio, value $1,831,292.

    13F-HR 0001398344-26-012617 filed by Echo Wealth 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 25,811 shares
    Change vs previous 13F -23,658 shares

    0.93% of the 13F portfolio, value $1,614,731.

    13F-HR 0001398344-26-006803 filed by Echo Wealth 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 49,469 shares
    Change vs previous 13F -81,316 shares

    1.74% of the 13F portfolio, value $2,976,574.

    13F-HR 0001398344-26-001002 filed by Echo Wealth 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 130,785 shares
    Change vs previous 13F -10,090 shares

    4.39% of the 13F portfolio, value $7,516,237.

    13F-HR 0001398344-25-019534 filed by Echo Wealth 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 140,875 shares
    Change vs previous 13F -1,172 shares

    4.76% of the 13F portfolio, value $7,762,187.

    13F-HR 0001398344-25-013461 filed by Echo Wealth 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 142,047 shares
    Change vs previous 13F -9,931 shares

    5.26% of the 13F portfolio, value $7,778,498.

    13F-HR 0001398344-25-007422 filed by Echo Wealth 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 151,978 shares
    Change vs previous 13F +1,275 shares

    5.93% of the 13F portfolio, value $8,583,692.

    13F-HR 0001398344-25-000865 filed by Echo Wealth 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 150,703 shares
    Change vs previous 13F not available

    6.12% of the 13F portfolio, value $8,752,804.

    13F-HR 0001398344-24-019033 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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