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Fermata Advisors, LLC: COWZ position timeline

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

Fermata Advisors, LLC held 183,265 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,265 shares
    Change vs previous 13F -2,038 shares

    2.31% of the 13F portfolio, value $11,399,080.

    13F-HR 0001859259-26-000003 filed by Fermata 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 185,303 shares
    Change vs previous 13F +4,149 shares

    2.61% of the 13F portfolio, value $11,592,562.

    13F-HR 0001859259-26-000002 filed by Fermata 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 181,154 shares
    Change vs previous 13F +1,212 shares

    2.62% of the 13F portfolio, value $10,900,051.

    13F-HR 0001859259-26-000001 filed by Fermata 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 179,942 shares
    Change vs previous 13F +7,735 shares

    2.62% of the 13F portfolio, value $10,341,281.

    13F-HR 0001085146-25-005870 filed by Fermata 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 172,207 shares
    Change vs previous 13F -10,990 shares

    2.54% of the 13F portfolio, value $9,488,599.

    13F-HR 0001085146-25-003629 filed by Fermata 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 183,197 shares
    Change vs previous 13F +16,758 shares

    1.82% of the 13F portfolio, value $10,031,860.

    13F-HR 0001085146-25-002025 filed by Fermata 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 166,439 shares
    Change vs previous 13F +22,081 shares

    1.76% of the 13F portfolio, value $9,400,483.

    13F-HR 0001085146-25-000208 filed by Fermata 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 144,358 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $8,348,210.

    13F-HR 0001085146-24-004755 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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