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National Wealth Management Group, LLC: COWZ position timeline

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

National Wealth Management Group, LLC held 29,804 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,804 shares
    Change vs previous 13F +1,049 shares

    0.57% of the 13F portfolio, value $1,853,814.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 28,755 shares
    Change vs previous 13F -3,865 shares

    0.67% of the 13F portfolio, value $1,798,908.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 32,620 shares
    Change vs previous 13F -53,065 shares

    0.68% of the 13F portfolio, value $1,962,722.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 85,685 shares
    Change vs previous 13F -7,616 shares

    1.86% of the 13F portfolio, value $4,924,321.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 93,301 shares
    Change vs previous 13F +1,449 shares

    2.88% of the 13F portfolio, value $5,140,909.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 91,852 shares
    Change vs previous 13F +857 shares

    3.31% of the 13F portfolio, value $5,029,821.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 90,995 shares
    Change vs previous 13F +47,747 shares

    3.42% of the 13F portfolio, value $5,139,380.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 43,248 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $2,501,051.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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