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SCHMIDT P J INVESTMENT MANAGEMENT INC: COWG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCHMIDT P J INVESTMENT MANAGEMENT INC on COWG, newest first. How the timeline and the estimate are built.

SCHMIDT P J INVESTMENT MANAGEMENT INC held 23,595 COWG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,595 shares
    Change vs previous 13F -2,705 shares

    0.15% of the 13F portfolio, value $947,259.

    13F-HR 0001008895-26-000003 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 26,300 shares
    Change vs previous 13F +5,804 shares

    0.15% of the 13F portfolio, value $887,341.

    13F-HR 0001008895-26-000002 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 20,496 shares
    Change vs previous 13F +688 shares

    0.12% of the 13F portfolio, value $721,665.

    13F-HR 0001008895-26-000001 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 19,808 shares
    Change vs previous 13F -1,978 shares

    0.12% of the 13F portfolio, value $719,032.

    13F-HR 0001008895-25-000008 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 21,786 shares
    Change vs previous 13F +4,026 shares

    0.13% of the 13F portfolio, value $764,889.

    13F-HR 0001008895-25-000006 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 17,760 shares
    Change vs previous 13F +379 shares

    0.1% of the 13F portfolio, value $546,843.

    13F-HR 0001008895-25-000005 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 17,381 shares
    Change vs previous 13F +2,132 shares

    0.1% of the 13F portfolio, value $556,892.

    13F-HR 0001008895-25-000001 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 15,249 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $438,104.

    13F-HR 0001008895-24-000005 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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