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Benchmark Financial Wealth Advisors, LLC: COWZ position timeline

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

Benchmark Financial Wealth Advisors, LLC held 181,078 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,078 shares
    Change vs previous 13F -11,995 shares

    2.78% of the 13F portfolio, value $11,263,073.

    13F-HR 0001757706-26-000006 filed by Benchmark Financial Wealth Advisors, 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 193,073 shares
    Change vs previous 13F -18,286 shares

    3.34% of the 13F portfolio, value $12,078,668.

    13F-HR 0001757706-26-000004 filed by Benchmark Financial Wealth Advisors, 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 211,359 shares
    Change vs previous 13F -21,359 shares

    3.65% of the 13F portfolio, value $12,717,458.

    13F-HR 0001757706-26-000002 filed by Benchmark Financial Wealth Advisors, 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 232,718 shares
    Change vs previous 13F +1,633 shares

    4.02% of the 13F portfolio, value $13,374,310.

    13F-HR 0001757706-25-000016 filed by Benchmark Financial Wealth Advisors, 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 231,085 shares
    Change vs previous 13F +7,911 shares

    4.21% of the 13F portfolio, value $12,732,786.

    13F-HR 0001757706-25-000009 filed by Benchmark Financial Wealth Advisors, 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 223,174 shares
    Change vs previous 13F -46,999 shares

    4.61% of the 13F portfolio, value $12,221,006.

    13F-HR 0001757706-25-000006 filed by Benchmark Financial Wealth Advisors, 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 270,173 shares
    Change vs previous 13F +24,307 shares

    4.89% of the 13F portfolio, value $15,259,368.

    13F-HR 0001757706-25-000004 filed by Benchmark Financial Wealth Advisors, 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 245,866 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $14,218,428.

    13F-HR 0001757706-24-000012 filed by Benchmark Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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