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Disclosery

Tyler-Stone Wealth Management: COWZ position timeline

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

Tyler-Stone Wealth Management held 61,525 COWZ shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 61,525 shares
    Change vs previous 13F -3,686 shares

    0.55% of the 13F portfolio, value $3,390,026.

    13F-HR 0001214659-25-012410 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 65,211 shares
    Change vs previous 13F -2,923 shares

    0.64% of the 13F portfolio, value $3,570,950.

    13F-HR 0001214659-25-007504 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 68,134 shares
    Change vs previous 13F -2,058 shares

    0.68% of the 13F portfolio, value $3,848,186.

    13F-HR 0001214659-25-002430 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 70,192 shares
    Change vs previous 13F +35,096 shares

    0.77% of the 13F portfolio, value $4,059,202.

    13F-HR 0001214659-24-018281 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 35,096 shares
    Change vs previous 13F +3,130 shares

    0.79% of the 13F portfolio, value $1,912,377.

    13F-HR 0001912584-24-000003 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 31,966 shares
    Change vs previous 13F +1,000 shares

    0.83% of the 13F portfolio, value $1,857,548.

    13F-HR 0001912584-24-000002 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 30,966 shares
    Change vs previous 13F -69 shares

    0.81% of the 13F portfolio, value $1,609,923.

    13F-HR 0001912584-24-000001 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 31,035 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,534,000.

    13F-HR 0001912584-23-000005 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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