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WR Wealth Planners, LLC: COWZ position timeline

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

WR Wealth Planners, LLC held 445,126 COWZ shares at 2024-12-31 per its 13F-HR filed 2025-02-05.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 445,126 shares
    Change vs previous 13F +17,376 shares

    8.08% of the 13F portfolio, value $25,140,702.

    13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 427,750 shares
    Change vs previous 13F -22,823 shares

    6.88% of the 13F portfolio, value $24,736,760.

    13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 450,573 shares
    Change vs previous 13F -2,466 shares

    7.49% of the 13F portfolio, value $24,551,750.

    13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 453,039 shares
    Change vs previous 13F +28,357 shares

    8.19% of the 13F portfolio, value $26,326,121.

    13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 424,682 shares
    Change vs previous 13F +1,450 shares

    8.21% of the 13F portfolio, value $22,079,194.

    13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 423,232 shares
    Change vs previous 13F +32,506 shares

    7.97% of the 13F portfolio, value $20,920,357.

    13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 390,726 shares
    Change vs previous 13F -986 shares

    7.24% of the 13F portfolio, value $18,704,071.

    13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 391,712 shares
    Change vs previous 13F not available

    7.95% of the 13F portfolio, value $18,390,858.

    13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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