Skip to content
Disclosery

Sanchez Wealth Management Group: COWZ position timeline

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

Sanchez Wealth Management Group held 208,666 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 208,666 shares
    Change vs previous 13F +6,640 shares

    2.27% of the 13F portfolio, value $12,978,990.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 202,026 shares
    Change vs previous 13F +3,350 shares

    2.73% of the 13F portfolio, value $12,638,754.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 198,676 shares
    Change vs previous 13F -195,933 shares

    2.56% of the 13F portfolio, value $11,954,294.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 394,609 shares
    Change vs previous 13F +11,655 shares

    5.04% of the 13F portfolio, value $22,678,186.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 382,954 shares
    Change vs previous 13F +9,633 shares

    5.09% of the 13F portfolio, value $21,100,774.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 373,321 shares
    Change vs previous 13F +17,964 shares

    5.55% of the 13F portfolio, value $20,443,058.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 355,357 shares
    Change vs previous 13F +22,273 shares

    5.48% of the 13F portfolio, value $20,070,525.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    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 333,084 shares
    Change vs previous 13F not available

    5.87% of the 13F portfolio, value $19,262,244.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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