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JANICZEK WEALTH MANAGEMENT, LLC: COWZ position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 112,973 COWZ shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 112,973 shares
    Change vs previous 13F -4,258 shares

    1.3% of the 13F portfolio, value $6,179,979.

    13F-HR 0001598561-24-000004 filed by JANICZEK 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 ended2024-03-31
    13F 117,231 shares
    Change vs previous 13F -4,196 shares

    1.45% of the 13F portfolio, value $6,812,304.

    13F-HR 0001598561-24-000003 filed by JANICZEK 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 ended2023-12-31
    13F 121,427 shares
    Change vs previous 13F +2,477 shares

    1.53% of the 13F portfolio, value $6,338,517.

    13F-HR 0001598561-24-000002 filed by JANICZEK 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 ended2023-09-30
    13F 118,950 shares
    Change vs previous 13F +14,792 shares

    1.55% of the 13F portfolio, value $5,879,703.

    13F-HR 0001598561-23-000005 filed by JANICZEK 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 ended2023-06-30
    13F 104,158 shares
    Change vs previous 13F +4,487 shares

    1.37% of the 13F portfolio, value $4,986,046.

    13F-HR 0001598561-23-000004 filed by JANICZEK 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 ended2023-03-31
    13F 99,671 shares
    Change vs previous 13F +29,356 shares

    1.35% of the 13F portfolio, value $4,773,245.

    13F-HR 0001598561-23-000003 filed by JANICZEK 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 ended2022-12-31
    13F 70,315 shares
    Change vs previous 13F +5,633 shares

    0.97% of the 13F portfolio, value $3,436,294.

    13F-HR 0001598561-23-000001 filed by JANICZEK 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 ended2022-09-30
    13F 64,682 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,787,000.

    13F-HR 0001598561-22-000006 filed by JANICZEK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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