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Clarus Wealth Advisors: COWZ position timeline

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

Clarus Wealth Advisors held 107,133 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,133 shares
    Change vs previous 13F -4,729 shares

    2.63% of the 13F portfolio, value $6,815,801.

    13F-HR 0001730149-26-000003 filed by Clarus 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 111,862 shares
    Change vs previous 13F -2,041 shares

    2.97% of the 13F portfolio, value $6,973,477.

    13F-HR 0001730149-26-000002 filed by Clarus 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 113,903 shares
    Change vs previous 13F +221 shares

    2.92% of the 13F portfolio, value $7,047,179.

    13F-HR 0001730149-26-000001 filed by Clarus 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 113,682 shares
    Change vs previous 13F -4,199 shares

    2.91% of the 13F portfolio, value $6,573,093.

    13F-HR 0001730149-25-000005 filed by Clarus 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 117,881 shares
    Change vs previous 13F -40,575 shares

    3.09% of the 13F portfolio, value $6,680,316.

    13F-HR 0001730149-25-000003 filed by Clarus 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 158,456 shares
    Change vs previous 13F +17,076 shares

    4.34% of the 13F portfolio, value $8,108,194.

    13F-HR 0001730149-25-000002 filed by Clarus 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 141,380 shares
    Change vs previous 13F -5,457 shares

    4.01% of the 13F portfolio, value $8,053,005.

    13F-HR 0001730149-25-000001 filed by Clarus 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 146,837 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $8,551,787.

    13F-HR 0001730149-24-000004 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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