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PCG Wealth Advisors, LLC: COWZ position timeline

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

PCG Wealth Advisors, LLC held 29,229 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,229 shares
    Change vs previous 13F -482 shares

    0.41% of the 13F portfolio, value $1,818,061.

    13F-HR 0001905393-26-000003 filed by PCG Wealth Advisors, 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 29,711 shares
    Change vs previous 13F -636 shares

    0.47% of the 13F portfolio, value $1,858,697.

    13F-HR 0001905393-26-000002 filed by PCG Wealth Advisors, 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 30,347 shares
    Change vs previous 13F -37,815 shares

    0.52% of the 13F portfolio, value $1,825,975.

    13F-HR 0001905393-26-000001 filed by PCG Wealth Advisors, 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 68,162 shares
    Change vs previous 13F -29,276 shares

    1.14% of the 13F portfolio, value $3,917,283.

    13F-HR 0001905393-25-000003 filed by PCG Wealth Advisors, 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 97,438 shares
    Change vs previous 13F +2,881 shares

    2.75% of the 13F portfolio, value $5,368,824.

    13F-HR 0001085146-25-004660 filed by PCG Wealth Advisors, 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 94,557 shares
    Change vs previous 13F +11,845 shares

    1.81% of the 13F portfolio, value $5,177,943.

    13F-HR 0001085146-25-002601 filed by PCG Wealth Advisors, 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 82,712 shares
    Change vs previous 13F +3,506 shares

    1.72% of the 13F portfolio, value $4,671,576.

    13F-HR 0001085146-25-000366 filed by PCG Wealth Advisors, 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 79,206 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $4,580,469.

    13F-HR 0001085146-24-004929 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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