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McAlister, Sweet & Associates, Inc.: COWZ position timeline

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

McAlister, Sweet & Associates, Inc. held 5,784 COWZ shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,784 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $386,140.

    13F-HR 0001214659-26-012628 filed by McAlister, Sweet & Associates, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,784 shares
    Change vs previous 13F -881 shares

    0.19% of the 13F portfolio, value $359,765.

    13F-HR 0001214659-26-008452 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,665 shares
    Change vs previous 13F +757 shares

    0.26% of the 13F portfolio, value $416,962.

    13F-HR 0001214659-26-004209 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,908 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $355,484.

    13F-HR 0001214659-26-000032 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,908 shares
    Change vs previous 13F +775 shares

    0.22% of the 13F portfolio, value $339,533.

    13F-HR 0001214659-25-014482 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,133 shares
    Change vs previous 13F -139,003 shares

    0.25% of the 13F portfolio, value $282,845.

    13F-HR 0001214659-25-009962 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 144,136 shares
    Change vs previous 13F +2,666 shares

    5.98% of the 13F portfolio, value $7,892,904.

    13F-HR 0001214659-25-005687 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 141,470 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $7,990,226.

    13F-HR 0001214659-25-000286 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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