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Disclosery

Pasadena Private Wealth, LLC: COWZ position timeline

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

Pasadena Private Wealth, LLC held 34,668 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,668 shares
    Change vs previous 13F -2,352 shares

    0.28% of the 13F portfolio, value $2,156,372.

    13F-HR 0002073679-26-000083 filed by Pasadena 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 37,020 shares
    Change vs previous 13F -843 shares

    0.32% of the 13F portfolio, value $2,315,956.

    13F-HR 0002073679-26-000047 filed by Pasadena 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 37,863 shares
    Change vs previous 13F -170 shares

    0.31% of the 13F portfolio, value $2,278,233.

    13F-HR 0002073679-26-000020 filed by Pasadena 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 38,033 shares
    Change vs previous 13F -684 shares

    0.32% of the 13F portfolio, value $2,185,777.

    13F-HR 0001760578-25-000008 filed by Pasadena 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 38,717 shares
    Change vs previous 13F -182 shares

    0.37% of the 13F portfolio, value $2,133,332.

    13F-HR 0001760578-25-000004 filed by Pasadena 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 38,899 shares
    Change vs previous 13F -2,407 shares

    0.41% of the 13F portfolio, value $2,130,083.

    13F-HR 0001760578-25-000003 filed by Pasadena 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 41,306 shares
    Change vs previous 13F -1,099 shares

    0.48% of the 13F portfolio, value $2,332,938.

    13F-HR 0001760578-25-000002 filed by Pasadena 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 42,405 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,452,263.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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