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Modern Wealth Management, LLC: COWZ position timeline

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

Modern Wealth Management, LLC held 374,188 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 374,188 shares
    Change vs previous 13F -116,756 shares

    0.28% of the 13F portfolio, value $23,274,451.

    13F-HR 0002001900-26-000007 filed by Modern 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 490,944 shares
    Change vs previous 13F -167,174 shares

    0.53% of the 13F portfolio, value $30,600,530.

    13F-HR 0002001900-26-000006 filed by Modern 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 658,118 shares
    Change vs previous 13F -63,320 shares

    0.72% of the 13F portfolio, value $39,598,953.

    13F-HR 0002001900-26-000001 filed by Modern 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 721,438 shares
    Change vs previous 13F -76,806 shares

    0.82% of the 13F portfolio, value $41,461,013.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 798,244 shares
    Change vs previous 13F -101,851 shares

    1.09% of the 13F portfolio, value $43,983,247.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 900,095 shares
    Change vs previous 13F +3,154 shares

    1.58% of the 13F portfolio, value $49,289,212.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 896,941 shares
    Change vs previous 13F +32,449 shares

    1.89% of the 13F portfolio, value $50,659,209.

    13F-HR/A 0002001900-25-000017 filed by Modern 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/A 864,492 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $49,993,571.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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