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Wiser Wealth Management, Inc: COWZ position timeline

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

Wiser Wealth Management, Inc held 400,271 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 400,271 shares
    Change vs previous 13F +12,244 shares

    4.76% of the 13F portfolio, value $24,896,828.

    13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, Inc
    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 388,027 shares
    Change vs previous 13F +11,958 shares

    5.23% of the 13F portfolio, value $24,274,972.

    13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, Inc
    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 376,069 shares
    Change vs previous 13F +6,242 shares

    5.03% of the 13F portfolio, value $22,628,070.

    13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, Inc
    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 369,827 shares
    Change vs previous 13F +13,377 shares

    4.86% of the 13F portfolio, value $21,253,956.

    13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, Inc
    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 356,450 shares
    Change vs previous 13F -22,428 shares

    4.92% of the 13F portfolio, value $19,640,393.

    13F-HR 0001573263-25-000005 filed by Wiser Wealth Management, Inc
    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 378,878 shares
    Change vs previous 13F -15,554 shares

    5.82% of the 13F portfolio, value $20,747,358.

    13F-HR 0001573263-25-000004 filed by Wiser Wealth Management, Inc
    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 394,432 shares
    Change vs previous 13F -17,494 shares

    6.25% of the 13F portfolio, value $22,277,518.

    13F-HR 0001573263-25-000002 filed by Wiser Wealth Management, Inc
    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 411,926 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $23,821,704.

    13F-HR 0001573263-24-000006 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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