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WealthPlan Investment Management, LLC: COWZ position timeline

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

WealthPlan Investment Management, LLC held 92,925 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,925 shares
    Change vs previous 13F -23,824 shares

    0.29% of the 13F portfolio, value $5,779,951.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment 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 116,749 shares
    Change vs previous 13F -91,659 shares

    0.41% of the 13F portfolio, value $7,303,835.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment 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 208,408 shares
    Change vs previous 13F -14,667 shares

    0.8% of the 13F portfolio, value $12,539,897.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment 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 223,075 shares
    Change vs previous 13F +21,354 shares

    0.85% of the 13F portfolio, value $12,820,108.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment 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 201,721 shares
    Change vs previous 13F +73,851 shares

    0.81% of the 13F portfolio, value $11,114,822.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment 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 127,870 shares
    Change vs previous 13F +7,328 shares

    0.69% of the 13F portfolio, value $7,002,172.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment 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 120,542 shares
    Change vs previous 13F +11,938 shares

    0.67% of the 13F portfolio, value $6,808,189.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment 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 108,604 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $6,280,542.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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