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EPG Wealth Management LLC: COWZ position timeline

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

EPG Wealth Management LLC held 90,177 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,177 shares
    Change vs previous 13F +2,218 shares

    1.34% of the 13F portfolio, value $5,609,032.

    13F-HR 0001398344-26-012859 filed by EPG 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 87,959 shares
    Change vs previous 13F +289 shares

    1.49% of the 13F portfolio, value $5,502,719.

    13F-HR 0001398344-26-008638 filed by EPG 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 87,670 shares
    Change vs previous 13F +3,190 shares

    1.42% of the 13F portfolio, value $5,275,125.

    13F-HR 0001398344-26-001448 filed by EPG 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 84,480 shares
    Change vs previous 13F +7,582 shares

    1.34% of the 13F portfolio, value $4,855,043.

    13F-HR 0001398344-25-020156 filed by EPG 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 76,898 shares
    Change vs previous 13F +666 shares

    1.27% of the 13F portfolio, value $4,237,075.

    13F-HR 0001398344-25-014488 filed by EPG 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 76,232 shares
    Change vs previous 13F +3,693 shares

    1.16% of the 13F portfolio, value $4,174,432.

    13F-HR 0001398344-25-009249 filed by EPG 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 72,539 shares
    Change vs previous 13F +143 shares

    1.08% of the 13F portfolio, value $4,097,031.

    13F-HR 0001398344-25-002786 filed by EPG 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 72,396 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $4,186,637.

    13F-HR 0001398344-24-020571 filed by EPG Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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