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AllSquare Wealth Management LLC: COWZ position timeline

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

AllSquare Wealth Management LLC held 23,595 COWZ shares at 2025-09-30 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 23,595 shares
    Change vs previous 13F -70 shares

    0.72% of the 13F portfolio, value $1,356,005.

    13F-HR 0001633674-26-000005 filed by AllSquare Wealth 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 ended2025-06-30
    13F 23,665 shares
    Change vs previous 13F -500 shares

    0.73% of the 13F portfolio, value $1,303,942.

    13F-HR 0001633674-25-000003 filed by AllSquare Wealth 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 ended2025-03-31
    13F 24,165 shares
    Change vs previous 13F -130 shares

    0.79% of the 13F portfolio, value $1,323,275.

    13F-HR 0001633674-25-000002 filed by AllSquare Wealth 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 ended2024-12-31
    13F 24,295 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,372,182.

    13F-HR 0001633674-25-000001 filed by AllSquare Wealth 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 ended2024-09-30
    13F 24,295 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,404,980.

    13F-HR 0001633674-24-000005 filed by AllSquare Wealth 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 ended2024-06-30
    13F 24,295 shares
    Change vs previous 13F +1,890 shares

    0.79% of the 13F portfolio, value $1,323,835.

    13F-HR 0001633674-24-000003 filed by AllSquare Wealth 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 ended2024-03-31
    13F 22,405 shares
    Change vs previous 13F -600 shares

    0.76% of the 13F portfolio, value $1,301,955.

    13F-HR 0001633674-24-000002 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 23,005 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,196,030.

    13F-HR 0001633674-24-000001 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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