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CAPTRUST FINANCIAL ADVISORS: COWZ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 467,498 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 467,498 shares
    Change vs previous 13F -1,617 shares

    0.04% of the 13F portfolio, value $29,078,362.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 469,115 shares
    Change vs previous 13F -25,558 shares

    0.05% of the 13F portfolio, value $29,347,520.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 494,673 shares
    Change vs previous 13F +10,275 shares

    0.06% of the 13F portfolio, value $29,764,473.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 484,398 shares
    Change vs previous 13F +1,478 shares

    0.06% of the 13F portfolio, value $27,838,329.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 482,920 shares
    Change vs previous 13F +78,303 shares

    0.06% of the 13F portfolio, value $26,608,904.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 404,617 shares
    Change vs previous 13F +12,292 shares

    0.06% of the 13F portfolio, value $22,156,853.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL 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 392,325 shares
    Change vs previous 13F +13,835 shares

    0.06% of the 13F portfolio, value $22,158,535.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL 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 378,490 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $21,888,060.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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