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ODonnell Financial Services, LLC: COWZ position timeline

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

ODonnell Financial Services, LLC held 71,550 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 71,550 shares
    Change vs previous 13F -7,761 shares

    1.31% of the 13F portfolio, value $4,450,410.

    13F-HR 0001730962-26-000004 filed by ODonnell Financial Services, 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 79,311 shares
    Change vs previous 13F -1,358 shares

    1.71% of the 13F portfolio, value $4,961,696.

    13F-HR 0001730962-26-000002 filed by ODonnell Financial Services, 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 80,669 shares
    Change vs previous 13F -8,045 shares

    1.66% of the 13F portfolio, value $4,853,854.

    13F-HR 0001730962-26-000001 filed by ODonnell Financial Services, 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 88,714 shares
    Change vs previous 13F -163,596 shares

    1.81% of the 13F portfolio, value $5,098,394.

    13F-HR 0001730962-25-000005 filed by ODonnell Financial Services, 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 252,310 shares
    Change vs previous 13F -1,168 shares

    5.33% of the 13F portfolio, value $13,902,281.

    13F-HR 0001085146-25-004261 filed by ODonnell Financial Services, 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 253,478 shares
    Change vs previous 13F -17,147 shares

    5.73% of the 13F portfolio, value $13,880,455.

    13F-HR 0001085146-25-002589 filed by ODonnell Financial Services, 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 270,625 shares
    Change vs previous 13F -6,276 shares

    6.45% of the 13F portfolio, value $15,403,975.

    13F-HR 0001085146-25-000450 filed by ODonnell Financial Services, 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 276,901 shares
    Change vs previous 13F not available

    6.51% of the 13F portfolio, value $16,013,185.

    13F-HR 0001085146-24-005047 filed by ODonnell Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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