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ATLANTIC FAMILY WEALTH, LLC: COWG position timeline

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

ATLANTIC FAMILY WEALTH, LLC held 140,972 COWG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,972 shares
    Change vs previous 13F +2,520 shares

    3.62% of the 13F portfolio, value $5,659,536.

    13F-HR 0002012511-26-000004 filed by ATLANTIC FAMILY WEALTH, 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 138,452 shares
    Change vs previous 13F +9,109 shares

    3.37% of the 13F portfolio, value $4,671,229.

    13F-HR 0002012511-26-000002 filed by ATLANTIC FAMILY WEALTH, 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 129,343 shares
    Change vs previous 13F +23,475 shares

    3.44% of the 13F portfolio, value $4,554,184.

    13F-HR 0002012511-26-000001 filed by ATLANTIC FAMILY WEALTH, 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 105,868 shares
    Change vs previous 13F +61,935 shares

    2.97% of the 13F portfolio, value $3,843,032.

    13F-HR 0002012511-25-000002 filed by ATLANTIC FAMILY WEALTH, 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 43,933 shares
    Change vs previous 13F +25,451 shares

    1.34% of the 13F portfolio, value $1,542,492.

    13F-HR 0001085146-25-004911 filed by ATLANTIC FAMILY WEALTH, 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 18,482 shares
    Change vs previous 13F +9,505 shares

    0.52% of the 13F portfolio, value $569,062.

    13F-HR 0001085146-25-002688 filed by ATLANTIC FAMILY WEALTH, 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 8,977 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $287,623.

    13F-HR 0001085146-25-000743 filed by ATLANTIC FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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