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Waverly Advisors, LLC: COWZ position timeline

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

Waverly Advisors, LLC held 81,498 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,498 shares
    Change vs previous 13F +16,463 shares

    0.03% of the 13F portfolio, value $5,069,187.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 65,035 shares
    Change vs previous 13F -27,855 shares

    0.03% of the 13F portfolio, value $4,068,582.

    13F-HR 0001398344-26-009223 filed by Waverly 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 ended2025-12-31
    13F 92,890 shares
    Change vs previous 13F -4,621 shares

    0.05% of the 13F portfolio, value $5,589,205.

    13F-HR 0001398344-26-003224 filed by Waverly 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 ended2025-09-30
    13F 97,511 shares
    Change vs previous 13F -18,494 shares

    0.06% of the 13F portfolio, value $5,603,940.

    13F-HR 0001398344-25-020944 filed by Waverly 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 ended2025-06-30
    13F 116,005 shares
    Change vs previous 13F +2,780 shares

    0.07% of the 13F portfolio, value $6,391,852.

    13F-HR 0001398344-25-015429 filed by Waverly 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 ended2025-03-31
    13F 113,225 shares
    Change vs previous 13F +72,333 shares

    0.08% of the 13F portfolio, value $6,200,197.

    13F-HR 0001398344-25-009517 filed by Waverly 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 ended2024-12-31
    13F 40,892 shares
    Change vs previous 13F +28,094 shares

    0.04% of the 13F portfolio, value $2,309,605.

    13F-HR 0001398344-25-002762 filed by Waverly 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 ended2024-09-30
    13F 12,798 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $740,102.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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