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AE Wealth Management LLC: COWG position timeline

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

AE Wealth Management LLC held 25,263 COWG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,263 shares
    Change vs previous 13F +5,924 shares

    <0.01% of the 13F portfolio, value $1,014,208.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 19,339 shares
    Change vs previous 13F +3,844 shares

    <0.01% of the 13F portfolio, value $652,490.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 15,495 shares
    Change vs previous 13F +4,518 shares

    <0.01% of the 13F portfolio, value $545,562.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 10,977 shares
    Change vs previous 13F +3,749 shares

    <0.01% of the 13F portfolio, value $398,448.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 7,228 shares
    Change vs previous 13F +4,372 shares

    <0.01% of the 13F portfolio, value $253,779.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 2,856 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $87,937.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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