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Heritage Wealth Management, Inc.: COWZ position timeline

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

Heritage Wealth Management, Inc. held 35,251 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 35,251 shares
    Change vs previous 13F +2,074 shares

    0.55% of the 13F portfolio, value $2,192,612.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
    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 33,177 shares
    Change vs previous 13F -37 shares

    1.03% of the 13F portfolio, value $2,075,553.

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
    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 33,214 shares
    Change vs previous 13F +7,342 shares

    0.56% of the 13F portfolio, value $1,998,486.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
    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 25,872 shares
    Change vs previous 13F +1,301 shares

    0.44% of the 13F portfolio, value $1,486,864.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
    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 24,571 shares
    Change vs previous 13F +1,757 shares

    0.44% of the 13F portfolio, value $1,353,862.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
    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 22,814 shares
    Change vs previous 13F +2,313 shares

    0.43% of the 13F portfolio, value $1,249,295.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
    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 20,501 shares
    Change vs previous 13F +1,098 shares

    0.38% of the 13F portfolio, value $1,157,896.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
    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 19,403 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,122,075.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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