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Disclosery

RTD Financial Advisors, Inc.: COWZ position timeline

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

RTD Financial Advisors, Inc. held 0 COWZ shares at 2026-03-31 per its 13F-HR filed 2026-04-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -7,000 shares

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    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 ended2025-12-31
    13F 7,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $421,190.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 7,000 shares
    Change vs previous 13F -2,812 shares

    0.05% of the 13F portfolio, value $402,290.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,812 shares
    Change vs previous 13F +712 shares

    0.07% of the 13F portfolio, value $540,642.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,100 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $498,316.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,100 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $513,968.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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