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Disclosery

Nvest Financial, LLC: COWZ position timeline

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

Nvest Financial, LLC held 0 COWZ shares at 2025-06-30 per its 13F-HR filed 2025-07-28.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -59,430 shares

    13F-HR 0001085146-25-004208 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 59,430 shares
    Change vs previous 13F +3,440 shares

    1.74% of the 13F portfolio, value $3,254,369.

    13F-HR 0001085146-25-002281 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 55,990 shares
    Change vs previous 13F +1,882 shares

    1.61% of the 13F portfolio, value $3,162,314.

    13F-HR 0001085146-25-000413 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 54,108 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $3,129,045.

    13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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