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O'Brien Wealth Partners LLC: COWZ position timeline

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

O'Brien Wealth Partners LLC held 831,660 COWZ shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 831,660 shares
    Change vs previous 13F -1,502 shares

    6.62% of the 13F portfolio, value $50,041,008.

    13F-HR 0001580642-26-000355 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 833,162 shares
    Change vs previous 13F +5,497 shares

    6.49% of the 13F portfolio, value $47,881,844.

    13F-HR 0001580642-25-006682 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 827,665 shares
    Change vs previous 13F +5,624 shares

    7.16% of the 13F portfolio, value $45,604,360.

    13F-HR 0001580642-25-004184 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 822,041 shares
    Change vs previous 13F +4,022 shares

    8.38% of the 13F portfolio, value $45,014,946.

    13F-HR 0001580642-25-002582 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 818,019 shares
    Change vs previous 13F +40,092 shares

    8.33% of the 13F portfolio, value $46,201,693.

    13F-HR 0001580642-25-000536 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 777,927 shares
    Change vs previous 13F +21,777 shares

    8.82% of the 13F portfolio, value $44,987,547.

    13F-HR 0001580642-24-006302 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 756,150 shares
    Change vs previous 13F +4,810 shares

    9.26% of the 13F portfolio, value $41,202,636.

    13F-HR 0001580642-24-003756 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 751,340 shares
    Change vs previous 13F not available

    10.1% of the 13F portfolio, value $43,660,392.

    13F-HR 0001580642-24-002188 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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