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Allworth Financial LP: COWZ position timeline

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

Allworth Financial LP held 56,952 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,952 shares
    Change vs previous 13F -12,030 shares

    0.02% of the 13F portfolio, value $3,542,391.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 68,982 shares
    Change vs previous 13F -7,347 shares

    0.02% of the 13F portfolio, value $4,315,496.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 76,329 shares
    Change vs previous 13F -9,059 shares

    0.02% of the 13F portfolio, value $4,592,714.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 85,388 shares
    Change vs previous 13F -32,486 shares

    0.02% of the 13F portfolio, value $4,907,244.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 117,874 shares
    Change vs previous 13F -34,997 shares

    0.03% of the 13F portfolio, value $6,494,854.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 152,871 shares
    Change vs previous 13F -25,725 shares

    0.04% of the 13F portfolio, value $7,903,419.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 178,596 shares
    Change vs previous 13F +171,927 shares

    0.06% of the 13F portfolio, value $10,424,663.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 6,669 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $385,685.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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