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Focus Partners Wealth: COWZ position timeline

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

Focus Partners Wealth held 618,542 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 618,542 shares
    Change vs previous 13F -95,015 shares

    0.04% of the 13F portfolio, value $38,473,447.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 482,832 shares
    • Focus Partners Advisor Solutions, LLC: 135,710 shares

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

  2. period ended2026-03-31
    13F 713,557 shares
    Change vs previous 13F -16,214 shares

    0.04% of the 13F portfolio, value $44,738,619.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 601,979 shares
    • Focus Partners Advisor Solutions, LLC: 111,578 shares

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

  3. period ended2025-12-31
    13F 729,771 shares
    Change vs previous 13F -125,384 shares

    0.05% of the 13F portfolio, value $43,906,907.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 634,064 shares
    • Focus Partners Advisor Solutions, LLC: 95,707 shares

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

  4. period ended2025-09-30
    13F 855,155 shares
    Change vs previous 13F -179,619 shares

    0.07% of the 13F portfolio, value $49,260,442.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 690,778 shares
    • Focus Partners Advisor Solutions, LLC: 164,377 shares

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

  5. period ended2025-06-30
    13F 1,034,774 shares
    Change vs previous 13F -130,922 shares

    0.11% of the 13F portfolio, value $57,016,107.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 973,603 shares
    • Focus Partners Advisor Solutions, LLC: 61,171 shares

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

  6. period ended2025-03-31
    13F/A 1,165,696 shares
    Change vs previous 13F +43,283 shares

    0.14% of the 13F portfolio, value $63,833,561.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,114,078 shares
    • Focus Partners Advisor Solutions, LLC: 51,618 shares

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

  7. period ended2024-12-31
    13F/A 1,122,413 shares
    Change vs previous 13F +979,413 shares

    0.14% of the 13F portfolio, value $63,393,934.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,095,121 shares
    • Focus Partners Advisor Solutions, LLC: 27,292 shares

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

  8. period ended2024-09-30
    13F 143,000 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $34,071,912.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 97,179 shares
    • Focus Partners Advisor Solutions, LLC: 45,821 shares

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