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Disclosery

HCR Wealth Advisors: COWZ position timeline

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

HCR Wealth Advisors held 5,174 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,174 shares
    Change vs previous 13F +16 shares

    0.03% of the 13F portfolio, value $321,835.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 5,158 shares
    Change vs previous 13F -98 shares

    0.03% of the 13F portfolio, value $322,743.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 5,256 shares
    Change vs previous 13F +100 shares

    0.03% of the 13F portfolio, value $316,305.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 5,156 shares
    Change vs previous 13F +475 shares

    0.03% of the 13F portfolio, value $297,499.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 4,681 shares
    Change vs previous 13F +207 shares

    0.03% of the 13F portfolio, value $257,925.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 4,474 shares
    Change vs previous 13F -1,109 shares

    0.03% of the 13F portfolio, value $245,028.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 5,583 shares
    Change vs previous 13F +820 shares

    0.04% of the 13F portfolio, value $315,358.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 4,763 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $275,444.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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