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Financial Advocates Investment Management: COWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advocates Investment Management on COWZ, newest first. How the timeline and the estimate are built.

Financial Advocates Investment Management held 22,885 COWZ shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 22,885 shares
    Change vs previous 13F -101,898 shares

    0.74% of the 13F portfolio, value $1,315,206.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 124,783 shares
    Change vs previous 13F -105,862 shares

    0.56% of the 13F portfolio, value $6,875,537.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 230,645 shares
    Change vs previous 13F +26,372 shares

    0.89% of the 13F portfolio, value $12,630,119.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 204,273 shares
    Change vs previous 13F -20,841 shares

    0.66% of the 13F portfolio, value $11,537,336.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 225,114 shares
    Change vs previous 13F +2,664 shares

    0.74% of the 13F portfolio, value $13,018,376.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 222,450 shares
    Change vs previous 13F -49,931 shares

    0.75% of the 13F portfolio, value $12,121,304.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 272,381 shares
    Change vs previous 13F -17,794 shares

    0.91% of the 13F portfolio, value $15,695,416.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 290,175 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $14,974,602.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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