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NewEdge Advisors, LLC: COWZ position timeline

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

NewEdge Advisors, LLC held 524,646 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 524,646 shares
    Change vs previous 13F -9,163 shares

    0.1% of the 13F portfolio, value $32,632,978.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 533,809 shares
    Change vs previous 13F +26,521 shares

    0.12% of the 13F portfolio, value $33,395,102.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 507,288 shares
    Change vs previous 13F -16,266 shares

    0.11% of the 13F portfolio, value $30,523,527.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 523,554 shares
    Change vs previous 13F +2,206 shares

    0.14% of the 13F portfolio, value $30,088,619.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 521,348 shares
    Change vs previous 13F +83,840 shares

    0.15% of the 13F portfolio, value $28,726,274.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 437,508 shares
    Change vs previous 13F +102,040 shares

    0.14% of the 13F portfolio, value $23,957,939.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 335,468 shares
    Change vs previous 13F -36,960 shares

    0.11% of the 13F portfolio, value $18,947,250.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 372,428 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $21,537,531.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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