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LEGACY CAPITAL WEALTH MANAGEMENT, LLC: COWZ position timeline

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

LEGACY CAPITAL WEALTH MANAGEMENT, LLC held 19,427 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,427 shares
    Change vs previous 13F -545 shares

    0.56% of the 13F portfolio, value $1,208,379.

    13F-HR 0001986152-26-000127 filed by LEGACY CAPITAL 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 19,972 shares
    Change vs previous 13F -167 shares

    0.73% of the 13F portfolio, value $1,249,448.

    13F-HR 0001986152-26-000065 filed by LEGACY CAPITAL 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 20,139 shares
    Change vs previous 13F -100,522 shares

    0.73% of the 13F portfolio, value $1,211,764.

    13F-HR 0001986152-26-000025 filed by LEGACY CAPITAL 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 ended2024-12-31
    13F 120,661 shares
    Change vs previous 13F not available

    6.77% of the 13F portfolio, value $6,814,933.

    13F-HR 0001214659-25-008822 filed by LEGACY CAPITAL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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