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Disclosery

Sage Advisory Services, Ltd.Co.: COWZ position timeline

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

Sage Advisory Services, Ltd.Co. held 0 COWZ shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -171,136 shares

    13F-HR 0001214659-25-011586 filed by Sage Advisory Services, Ltd.Co.
    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 171,136 shares
    Change vs previous 13F +6,481 shares

    5.51% of the 13F portfolio, value $9,371,000.

    13F-HR 0001214659-25-007006 filed by Sage Advisory Services, Ltd.Co.
    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 164,655 shares
    Change vs previous 13F -315,290 shares

    5.52% of the 13F portfolio, value $9,300,000.

    13F-HR 0001214659-25-001949 filed by Sage Advisory Services, Ltd.Co.
    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 479,945 shares
    Change vs previous 13F not available

    7.34% of the 13F portfolio, value $26,152,000.

    13F-HR 0001214659-24-018336 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

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