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WealthTrak Capital Management LLC: COWZ position timeline

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

WealthTrak Capital Management LLC held 43,553 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,553 shares
    Change vs previous 13F +1,111 shares

    1.78% of the 13F portfolio, value $2,708,997.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital 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 42,442 shares
    Change vs previous 13F +954 shares

    1.9% of the 13F portfolio, value $2,655,172.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital 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 41,488 shares
    Change vs previous 13F +982 shares

    1.79% of the 13F portfolio, value $2,496,333.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital 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 40,506 shares
    Change vs previous 13F +940 shares

    1.92% of the 13F portfolio, value $2,327,880.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital 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 39,566 shares
    Change vs previous 13F +1,493 shares

    1.82% of the 13F portfolio, value $2,180,087.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital 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 38,073 shares
    Change vs previous 13F +595 shares

    1.8% of the 13F portfolio, value $2,084,878.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital 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 37,478 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $2,116,758.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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