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Disclosery

Annex Advisory Services, LLC: COWZ position timeline

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

Annex Advisory Services, LLC held 23,049 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,049 shares
    Change vs previous 13F -3,464 shares

    0.02% of the 13F portfolio, value $1,433,664.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 26,513 shares
    Change vs previous 13F -7,757 shares

    0.03% of the 13F portfolio, value $1,658,645.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 34,270 shares
    Change vs previous 13F -7,690 shares

    0.04% of the 13F portfolio, value $2,062,036.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 41,960 shares
    Change vs previous 13F -3,035 shares

    0.05% of the 13F portfolio, value $2,411,451.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 44,995 shares
    Change vs previous 13F -9,137 shares

    0.06% of the 13F portfolio, value $2,479,213.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 54,132 shares
    Change vs previous 13F -15,634 shares

    0.08% of the 13F portfolio, value $2,964,262.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 69,766 shares
    Change vs previous 13F -6,738 shares

    0.12% of the 13F portfolio, value $3,940,395.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 76,504 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,424,234.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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