Skip to content
Disclosery

TrueWealth Advisors, LLC: COWZ position timeline

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

TrueWealth Advisors, LLC held 55,778 COWZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,778 shares
    Change vs previous 13F +1,536 shares

    0.84% of the 13F portfolio, value $3,723,746.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,242 shares
    Change vs previous 13F +802 shares

    0.76% of the 13F portfolio, value $3,373,861.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 53,440 shares
    Change vs previous 13F +1,617 shares

    0.84% of the 13F portfolio, value $3,343,236.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 51,823 shares
    Change vs previous 13F +2,180 shares

    0.81% of the 13F portfolio, value $3,118,192.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 49,643 shares
    Change vs previous 13F +808 shares

    0.77% of the 13F portfolio, value $2,852,972.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 48,835 shares
    Change vs previous 13F +5,818 shares

    0.8% of the 13F portfolio, value $2,690,785.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 43,017 shares
    Change vs previous 13F +1,202 shares

    0.77% of the 13F portfolio, value $2,355,605.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 41,815 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,361,706.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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