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Kingsview Wealth Management, LLC: COWZ position timeline

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

Kingsview Wealth Management, LLC held 154,238 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,238 shares
    Change vs previous 13F -4,947 shares

    0.12% of the 13F portfolio, value $9,593,604.

    13F-HR 0001791965-26-000005 filed by Kingsview 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 159,185 shares
    Change vs previous 13F +20,630 shares

    0.14% of the 13F portfolio, value $9,958,608.

    13F-HR 0001791965-26-000003 filed by Kingsview 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 138,555 shares
    Change vs previous 13F +44,984 shares

    0.12% of the 13F portfolio, value $8,336,872.

    13F-HR 0001791965-26-000001 filed by Kingsview 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 93,571 shares
    Change vs previous 13F -30,226 shares

    0.08% of the 13F portfolio, value $5,377,548.

    13F-HR 0001791965-25-000007 filed by Kingsview 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 123,797 shares
    Change vs previous 13F +16,981 shares

    0.12% of the 13F portfolio, value $6,821,207.

    13F-HR 0001791965-25-000005 filed by Kingsview 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 106,816 shares
    Change vs previous 13F +21,850 shares

    0.11% of the 13F portfolio, value $5,849,235.

    13F-HR 0001791965-25-000004 filed by Kingsview 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 84,966 shares
    Change vs previous 13F -1,064 shares

    0.09% of the 13F portfolio, value $4,798,855.

    13F-HR 0001791965-25-000001 filed by Kingsview 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 86,030 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,975,124.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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