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Disclosery

Wealth Group Ltd: COWZ position timeline

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

Wealth Group Ltd held 306,196 COWZ shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 306,196 shares
    Change vs previous 13F -2,688 shares

    3.83% of the 13F portfolio, value $20,668,220.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 308,884 shares
    Change vs previous 13F -2,840 shares

    3.68% of the 13F portfolio, value $19,212,561.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 311,724 shares
    Change vs previous 13F -2,401 shares

    4.44% of the 13F portfolio, value $19,501,475.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 314,125 shares
    Change vs previous 13F -56,042 shares

    4.23% of the 13F portfolio, value $18,900,890.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 370,167 shares
    Change vs previous 13F -53,060 shares

    4.92% of the 13F portfolio, value $21,273,521.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 423,227 shares
    Change vs previous 13F -54,832 shares

    5.94% of the 13F portfolio, value $23,319,800.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 478,059 shares
    Change vs previous 13F +7,283 shares

    7.67% of the 13F portfolio, value $26,178,522.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 470,776 shares
    Change vs previous 13F not available

    7.69% of the 13F portfolio, value $26,589,432.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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