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Disclosery

Secure Asset Management, LLC: COWZ position timeline

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

Secure Asset Management, LLC held 9,820 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,820 shares
    Change vs previous 13F +1,279 shares

    0.09% of the 13F portfolio, value $610,797.

    13F-HR 0002085853-26-000733 filed by Secure Asset 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 8,541 shares
    Change vs previous 13F +3,957 shares

    0.08% of the 13F portfolio, value $534,341.

    13F-HR 0002085853-26-000323 filed by Secure Asset 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 4,584 shares
    Change vs previous 13F -2,590 shares

    0.04% of the 13F portfolio, value $275,845.

    13F-HR 0002085853-26-000051 filed by Secure Asset 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 7,174 shares
    Change vs previous 13F -12,175 shares

    0.07% of the 13F portfolio, value $414,814.

    13F-HR 0002085853-25-000048 filed by Secure Asset 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 19,349 shares
    Change vs previous 13F -11,605 shares

    0.2% of the 13F portfolio, value $1,066,143.

    13F-HR 0001667731-25-000760 filed by Secure Asset 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 30,954 shares
    Change vs previous 13F -11,633 shares

    0.34% of the 13F portfolio, value $1,695,064.

    13F-HR 0001667731-25-000402 filed by Secure Asset 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 42,587 shares
    Change vs previous 13F -12,108 shares

    0.36% of the 13F portfolio, value $2,405,309.

    13F-HR 0001667731-25-000054 filed by Secure Asset 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 54,695 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,162,985.

    13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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