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EverSource Wealth Advisors, LLC: COWZ position timeline

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

EverSource Wealth Advisors, LLC held 510,235 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 510,235 shares
    Change vs previous 13F -8,234 shares

    1.07% of the 13F portfolio, value $31,736,584.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth 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/A 518,469 shares
    Change vs previous 13F +21,367 shares

    0.99% of the 13F portfolio, value $32,435,420.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth 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 497,102 shares
    Change vs previous 13F +7,771 shares

    1.1% of the 13F portfolio, value $29,910,608.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth 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 489,331 shares
    Change vs previous 13F +85,495 shares

    1.11% of the 13F portfolio, value $28,121,869.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth 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 403,836 shares
    Change vs previous 13F -33,351 shares

    1.01% of the 13F portfolio, value $22,251,339.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth 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 437,187 shares
    Change vs previous 13F +176,504 shares

    1.32% of the 13F portfolio, value $23,940,320.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth 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 260,683 shares
    Change vs previous 13F +128,161 shares

    0.83% of the 13F portfolio, value $14,723,374.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth 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 132,522 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $7,663,720.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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