Skip to content
Disclosery

CWM, LLC: COWZ position timeline

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

CWM, LLC held 322,904 COWZ shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 322,904 shares
    Change vs previous 13F -367 shares

    0.05% of the 13F portfolio, value $20,200,886.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 323,271 shares
    Change vs previous 13F +9,621 shares

    0.05% of the 13F portfolio, value $19,451,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 313,650 shares
    Change vs previous 13F -18,997 shares

    0.05% of the 13F portfolio, value $18,025,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 332,647 shares
    Change vs previous 13F +1,994 shares

    0.06% of the 13F portfolio, value $18,329,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 330,653 shares
    Change vs previous 13F +13,333 shares

    0.07% of the 13F portfolio, value $18,107,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 317,320 shares
    Change vs previous 13F -873 shares

    0.07% of the 13F portfolio, value $17,922,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 318,193 shares
    Change vs previous 13F +45,416 shares

    0.08% of the 13F portfolio, value $18,401,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 272,777 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $14,864,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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