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Disclosery

Parcion Private Wealth LLC: COWZ position timeline

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

Parcion Private Wealth LLC held 153,570 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,570 shares
    Change vs previous 13F +6,249 shares

    0.53% of the 13F portfolio, value $9,552,075.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth 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 147,321 shares
    Change vs previous 13F +5,867 shares

    0.57% of the 13F portfolio, value $9,216,389.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth 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 141,454 shares
    Change vs previous 13F +4,750 shares

    0.52% of the 13F portfolio, value $8,511,260.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth 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 136,704 shares
    Change vs previous 13F -12,915 shares

    0.49% of the 13F portfolio, value $7,856,353.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth 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 149,619 shares
    Change vs previous 13F +5,647 shares

    0.59% of the 13F portfolio, value $8,244,026.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth 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 143,972 shares
    Change vs previous 13F +3,848 shares

    0.64% of the 13F portfolio, value $7,883,902.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth 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 140,124 shares
    Change vs previous 13F +3,434 shares

    0.61% of the 13F portfolio, value $7,914,201.

    13F-HR 0001801263-25-000003 filed by Parcion Private Wealth 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 136,690 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $7,904,785.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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