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Smart Portfolios, LLC: COWZ position timeline

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

Smart Portfolios, LLC held 30,352 COWZ shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 30,352 shares
    Change vs previous 13F +472 shares

    1.89% of the 13F portfolio, value $1,898,822.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 29,880 shares
    Change vs previous 13F -16,359 shares

    1.79% of the 13F portfolio, value $1,797,898.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 46,239 shares
    Change vs previous 13F -398 shares

    2.56% of the 13F portfolio, value $2,657,343.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 46,637 shares
    Change vs previous 13F -1,474 shares

    2.59% of the 13F portfolio, value $2,569,691.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 48,111 shares
    Change vs previous 13F -541 shares

    2.86% of the 13F portfolio, value $2,634,560.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 48,652 shares
    Change vs previous 13F +777 shares

    2.88% of the 13F portfolio, value $2,747,891.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 47,875 shares
    Change vs previous 13F -7,433 shares

    2.82% of the 13F portfolio, value $2,768,632.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 55,308 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $3,013,739.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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