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Evensky & Katz LLC: COWZ position timeline

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

Evensky & Katz LLC held 850,580 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 850,580 shares
    Change vs previous 13F +12,092 shares

    2.73% of the 13F portfolio, value $52,906,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 838,488 shares
    Change vs previous 13F +17,775 shares

    2.98% of the 13F portfolio, value $52,456,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 820,713 shares
    Change vs previous 13F +15,597 shares

    2.79% of the 13F portfolio, value $49,382,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 805,116 shares
    Change vs previous 13F +24,458 shares

    2.68% of the 13F portfolio, value $46,270,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 780,658 shares
    Change vs previous 13F +9,950 shares

    2.63% of the 13F portfolio, value $43,014,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 770,708 shares
    Change vs previous 13F +22,077 shares

    2.83% of the 13F portfolio, value $42,204,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 748,631 shares
    Change vs previous 13F +14,430 shares

    2.77% of the 13F portfolio, value $42,283,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 734,201 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $42,459,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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