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Arkadios Wealth Advisors: COWG position timeline

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

Arkadios Wealth Advisors held 126,464 COWG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,464 shares
    Change vs previous 13F +5,617 shares

    0.08% of the 13F portfolio, value $5,077,072.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 120,847 shares
    Change vs previous 13F -1,192 shares

    0.07% of the 13F portfolio, value $4,077,244.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 122,039 shares
    Change vs previous 13F +23,074 shares

    0.09% of the 13F portfolio, value $4,296,992.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 98,965 shares
    Change vs previous 13F +11,633 shares

    0.09% of the 13F portfolio, value $3,592,427.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 87,332 shares
    Change vs previous 13F +21,677 shares

    0.09% of the 13F portfolio, value $3,066,217.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 65,655 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,021,518.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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