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BNB Wealth Management, LLC: COWG position timeline

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

BNB Wealth Management, LLC held 137,263 COWG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,263 shares
    Change vs previous 13F -63,114 shares

    3.01% of the 13F portfolio, value $5,510,597.

    13F-HR 0002111175-26-000003 filed by BNB 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 200,377 shares
    Change vs previous 13F -25,220 shares

    4.34% of the 13F portfolio, value $6,760,526.

    13F-HR 0002111175-26-000002 filed by BNB 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 225,597 shares
    Change vs previous 13F not available

    5.12% of the 13F portfolio, value $7,943,264.

    13F-HR 0002111175-26-000001 filed by BNB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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