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Bedel Financial Consulting, Inc.: COWZ position timeline

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

Bedel Financial Consulting, Inc. held 77,445 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,445 shares
    Change vs previous 13F -380 shares

    0.46% of the 13F portfolio, value $4,817,099.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, Inc.
    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 77,825 shares
    Change vs previous 13F +90 shares

    0.56% of the 13F portfolio, value $4,868,746.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, Inc.
    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 77,735 shares
    Change vs previous 13F -1,872 shares

    0.5% of the 13F portfolio, value $4,677,288.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, Inc.
    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 79,607 shares
    Change vs previous 13F -720 shares

    0.58% of the 13F portfolio, value $4,574,988.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, Inc.
    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 80,327 shares
    Change vs previous 13F -2,866 shares

    0.6% of the 13F portfolio, value $4,426,033.

    13F-HR 0001765380-25-000339 filed by Bedel Financial Consulting, Inc.
    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 83,193 shares
    Change vs previous 13F +15,488 shares

    0.62% of the 13F portfolio, value $4,321,059.

    13F-HR 0001765380-25-000177 filed by Bedel Financial Consulting, Inc.
    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 67,705 shares
    Change vs previous 13F +4,651 shares

    0.55% of the 13F portfolio, value $3,935,041.

    13F-HR 0001765380-25-000052 filed by Bedel Financial Consulting, Inc.
    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 63,054 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,646,415.

    13F-HR 0001765380-24-000437 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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