Skip to content
Disclosery

Compass Ion Advisors, LLC: COWZ position timeline

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

Compass Ion Advisors, LLC held 33,024 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,024 shares
    Change vs previous 13F -5 shares

    0.18% of the 13F portfolio, value $2,054,116.

    13F-HR 0001621100-26-000004 filed by Compass Ion Advisors, LLC
    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 33,029 shares
    Change vs previous 13F +2,307 shares

    0.2% of the 13F portfolio, value $2,066,289.

    13F-HR 0001621100-26-000002 filed by Compass Ion Advisors, LLC
    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 30,722 shares
    Change vs previous 13F -1,136 shares

    0.18% of the 13F portfolio, value $1,848,537.

    13F-HR 0001621100-26-000001 filed by Compass Ion Advisors, LLC
    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 31,858 shares
    Change vs previous 13F +340 shares

    0.18% of the 13F portfolio, value $1,830,897.

    13F-HR 0001621100-25-000003 filed by Compass Ion Advisors, LLC
    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 31,518 shares
    Change vs previous 13F +977 shares

    0.19% of the 13F portfolio, value $1,736,667.

    13F-HR 0001085146-25-003765 filed by Compass Ion Advisors, LLC
    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 30,541 shares
    Change vs previous 13F +56 shares

    0.2% of the 13F portfolio, value $1,672,414.

    13F-HR 0001085146-25-002213 filed by Compass Ion Advisors, LLC
    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 30,485 shares
    Change vs previous 13F +1,834 shares

    0.2% of the 13F portfolio, value $1,721,811.

    13F-HR 0001085146-25-000968 filed by Compass Ion Advisors, LLC
    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 28,651 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,656,896.

    13F-HR 0001085146-24-004999 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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