Skip to content
Disclosery

MONEYWISE, INC.: COWZ position timeline

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

MONEYWISE, INC. held 56,813 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,813 shares
    Change vs previous 13F -590 shares

    1.32% of the 13F portfolio, value $3,533,775.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 57,403 shares
    Change vs previous 13F -14,111 shares

    1.57% of the 13F portfolio, value $3,591,117.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 71,514 shares
    Change vs previous 13F -20,122 shares

    1.79% of the 13F portfolio, value $4,302,978.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 91,636 shares
    Change vs previous 13F -3,194 shares

    2.38% of the 13F portfolio, value $5,266,294.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 94,830 shares
    Change vs previous 13F -84,310 shares

    2.45% of the 13F portfolio, value $5,225,113.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 179,140 shares
    Change vs previous 13F -163 shares

    5.19% of the 13F portfolio, value $9,809,714.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 179,303 shares
    Change vs previous 13F -31,167 shares

    5.08% of the 13F portfolio, value $10,127,057.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 210,470 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $12,171,474.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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