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Perigon Wealth Management, LLC: COWZ position timeline

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

Perigon Wealth Management, LLC held 58,132 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,132 shares
    Change vs previous 13F -6,981 shares

    0.06% of the 13F portfolio, value $3,615,839.

    13F-HR 0001951757-26-001189 filed by Perigon 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 65,113 shares
    Change vs previous 13F -3,227 shares

    0.07% of the 13F portfolio, value $4,073,457.

    13F-HR 0001951757-26-000567 filed by Perigon 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 68,340 shares
    Change vs previous 13F -4,632 shares

    0.07% of the 13F portfolio, value $4,112,021.

    13F-HR 0001951757-26-000202 filed by Perigon 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 72,972 shares
    Change vs previous 13F +560 shares

    0.09% of the 13F portfolio, value $4,193,692.

    13F-HR 0001951757-25-001161 filed by Perigon 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 72,412 shares
    Change vs previous 13F -7,880 shares

    0.09% of the 13F portfolio, value $3,989,927.

    13F-HR 0001951757-25-000869 filed by Perigon 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 80,292 shares
    Change vs previous 13F -5,242 shares

    0.11% of the 13F portfolio, value $4,396,769.

    13F-HR 0001951757-25-000439 filed by Perigon 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 85,534 shares
    Change vs previous 13F +574 shares

    0.12% of the 13F portfolio, value $4,966,960.

    13F-HR 0001951757-25-000106 filed by Perigon 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 84,960 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,913,273.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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