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QTR Family Wealth, LLC: COWZ position timeline

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

QTR Family Wealth, LLC held 33,729 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 33,729 shares
    Change vs previous 13F -846 shares

    0.73% of the 13F portfolio, value $2,097,954.

    13F-HR 0002067954-26-000003 filed by QTR Family 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 34,575 shares
    Change vs previous 13F -118 shares

    0.89% of the 13F portfolio, value $2,144,006.

    13F-HR 0002067954-26-000002 filed by QTR Family 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 34,693 shares
    Change vs previous 13F -521 shares

    0.98% of the 13F portfolio, value $2,217,921.

    13F-HR 0002067954-26-000001 filed by QTR Family 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 35,214 shares
    Change vs previous 13F -2,745 shares

    0.96% of the 13F portfolio, value $2,023,741.

    13F-HR 0002067954-25-000004 filed by QTR Family 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 37,959 shares
    Change vs previous 13F -938 shares

    1.3% of the 13F portfolio, value $2,091,518.

    13F-HR 0002067954-25-000002 filed by QTR Family 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 38,897 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,130,006.

    13F-HR 0002067954-25-000001 filed by QTR Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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