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Wealthcare Advisory Partners LLC: COWZ position timeline

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

Wealthcare Advisory Partners LLC held 595,665 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 595,665 shares
    Change vs previous 13F +8,616 shares

    0.7% of the 13F portfolio, value $37,050,344.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners 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 587,049 shares
    Change vs previous 13F +18,787 shares

    0.71% of the 13F portfolio, value $36,725,780.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners 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 568,262 shares
    Change vs previous 13F +17,860 shares

    0.67% of the 13F portfolio, value $34,192,334.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners 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 550,402 shares
    Change vs previous 13F +13,513 shares

    0.66% of the 13F portfolio, value $31,631,629.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners 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 536,889 shares
    Change vs previous 13F -1,771 shares

    0.67% of the 13F portfolio, value $29,582,598.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners 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 538,660 shares
    Change vs previous 13F +17,399 shares

    0.79% of the 13F portfolio, value $29,497,047.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners 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 521,261 shares
    Change vs previous 13F -47,116 shares

    0.82% of the 13F portfolio, value $29,440,840.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners 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 568,377 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $32,869,265.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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