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Sound View Wealth Advisors Group, LLC: COWZ position timeline

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

Sound View Wealth Advisors Group, LLC held 14,323 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,323 shares
    Change vs previous 13F -2,785 shares

    0.06% of the 13F portfolio, value $890,920.

    13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors Group, 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 17,108 shares
    Change vs previous 13F -6,350 shares

    0.07% of the 13F portfolio, value $1,070,251.

    13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors Group, 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 23,458 shares
    Change vs previous 13F -13,547 shares

    0.09% of the 13F portfolio, value $1,411,497.

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, 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 37,005 shares
    Change vs previous 13F -5,267 shares

    0.15% of the 13F portfolio, value $2,126,705.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors Group, 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 42,272 shares
    Change vs previous 13F +4,417 shares

    0.17% of the 13F portfolio, value $2,329,191.

    13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors Group, 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 37,855 shares
    Change vs previous 13F +6,955 shares

    0.17% of the 13F portfolio, value $2,072,930.

    13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors Group, 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 30,900 shares
    Change vs previous 13F +4,963 shares

    0.14% of the 13F portfolio, value $1,745,253.

    13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors Group, 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 25,937 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,499,931.

    13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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