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Lodestone Wealth Management LLC: COWZ position timeline

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

Lodestone Wealth Management LLC held 72,736 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,736 shares
    Change vs previous 13F +3,565 shares

    1.6% of the 13F portfolio, value $4,524,192.

    13F-HR 0001950158-26-000004 filed by Lodestone 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/A 69,171 shares
    Change vs previous 13F +2,853 shares

    1.71% of the 13F portfolio, value $4,327,325.

    13F-HR/A 0001950158-26-000003 filed by Lodestone 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 66,318 shares
    Change vs previous 13F -657 shares

    1.62% of the 13F portfolio, value $3,990,339.

    13F-HR 0001950158-26-000001 filed by Lodestone 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 66,975 shares
    Change vs previous 13F +2,469 shares

    1.73% of the 13F portfolio, value $3,849,039.

    13F-HR 0001950158-25-000007 filed by Lodestone 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 64,506 shares
    Change vs previous 13F -1,050 shares

    1.73% of the 13F portfolio, value $3,554,290.

    13F-HR 0001754960-25-000570 filed by Lodestone 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 65,556 shares
    Change vs previous 13F -25,622 shares

    1.91% of the 13F portfolio, value $3,589,870.

    13F-HR 0001950158-25-000005 filed by Lodestone 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 91,178 shares
    Change vs previous 13F +27,357 shares

    2.41% of the 13F portfolio, value $4,810,419.

    13F-HR 0001950158-25-000001 filed by Lodestone 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 63,821 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $3,690,767.

    13F-HR 0001950158-24-000005 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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