Skip to content
Disclosery

PTM WEALTH MANAGEMENT, LLC: COWZ position timeline

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

PTM WEALTH MANAGEMENT, LLC held 172,171 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,171 shares
    Change vs previous 13F +8,036 shares

    5.03% of the 13F portfolio, value $11,172,172.

    13F-HR 0001951757-26-001122 filed by PTM 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 164,135 shares
    Change vs previous 13F +4,561 shares

    5.44% of the 13F portfolio, value $10,268,296.

    13F-HR 0001951757-26-000547 filed by PTM 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 159,574 shares
    Change vs previous 13F +4,886 shares

    5.49% of the 13F portfolio, value $9,724,457.

    13F-HR 0001951757-26-000043 filed by PTM 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 154,688 shares
    Change vs previous 13F +7,082 shares

    5.35% of the 13F portfolio, value $8,957,964.

    13F-HR 0001951757-25-001196 filed by PTM 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 147,606 shares
    Change vs previous 13F -3,012 shares

    5.53% of the 13F portfolio, value $8,358,926.

    13F-HR 0001951757-25-000592 filed by PTM 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 150,618 shares
    Change vs previous 13F not available

    7.52% of the 13F portfolio, value $7,148,323.

    13F-HR 0001951757-25-000525 filed by PTM WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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