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Disclosery

HB Wealth Management, LLC: COWZ position timeline

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

HB Wealth Management, LLC held 28,552 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,552 shares
    Change vs previous 13F -9,209 shares

    0.01% of the 13F portfolio, value $1,775,934.

    13F-HR 0001172661-26-002920 filed by HB 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 37,761 shares
    Change vs previous 13F +2,077 shares

    0.02% of the 13F portfolio, value $2,362,328.

    13F-HR 0001172661-26-001543 filed by HB 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 35,684 shares
    Change vs previous 13F +6,592 shares

    0.01% of the 13F portfolio, value $2,147,106.

    13F-HR 0001172661-26-000353 filed by HB 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 29,092 shares
    Change vs previous 13F +9,150 shares

    0.01% of the 13F portfolio, value $1,671,917.

    13F-HR 0001172661-25-004398 filed by HB 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 19,942 shares
    Change vs previous 13F -7,488 shares

    0.01% of the 13F portfolio, value $1,098,804.

    13F-HR 0001172661-25-002644 filed by HB 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 27,430 shares
    Change vs previous 13F +2,336 shares

    0.01% of the 13F portfolio, value $1,502,067.

    13F-HR 0001172661-25-001594 filed by HB 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 25,094 shares
    Change vs previous 13F -82,346 shares

    0.01% of the 13F portfolio, value $1,417,309.

    13F-HR 0001172661-25-000193 filed by HB 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 107,440 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,213,291.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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