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Arkadios Wealth Advisors: COWZ position timeline

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

Arkadios Wealth Advisors held 225,819 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 225,819 shares
    Change vs previous 13F +14,409 shares

    0.22% of the 13F portfolio, value $14,045,910.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 211,410 shares
    Change vs previous 13F +19,232 shares

    0.22% of the 13F portfolio, value $13,225,868.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 192,178 shares
    Change vs previous 13F -12,923 shares

    0.23% of the 13F portfolio, value $11,563,375.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 205,101 shares
    Change vs previous 13F +19,978 shares

    0.29% of the 13F portfolio, value $11,787,152.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 185,123 shares
    Change vs previous 13F -9,528 shares

    0.31% of the 13F portfolio, value $10,200,275.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 194,651 shares
    Change vs previous 13F +148,676 shares

    0.4% of the 13F portfolio, value $10,659,050.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 45,975 shares
    Change vs previous 13F +9,853 shares

    0.14% of the 13F portfolio, value $2,596,648.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 36,122 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,088,929.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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