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Whitaker-Myers Wealth Managers, LTD.: COWZ position timeline

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

Whitaker-Myers Wealth Managers, LTD. held 14,816 COWZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,816 shares
    Change vs previous 13F -1,409 shares

    0.16% of the 13F portfolio, value $989,141.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,225 shares
    Change vs previous 13F -3,209 shares

    0.17% of the 13F portfolio, value $1,009,203.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, 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 19,434 shares
    Change vs previous 13F -5,635 shares

    0.24% of the 13F portfolio, value $1,215,802.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, 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 25,069 shares
    Change vs previous 13F -7,847 shares

    0.31% of the 13F portfolio, value $1,508,392.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, 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 32,916 shares
    Change vs previous 13F +2,345 shares

    0.41% of the 13F portfolio, value $1,891,680.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, 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 30,571 shares
    Change vs previous 13F +1,791 shares

    0.42% of the 13F portfolio, value $1,684,483.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, 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 28,780 shares
    Change vs previous 13F +2,571 shares

    0.44% of the 13F portfolio, value $1,576,007.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, 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 26,209 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,480,270.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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