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Disclosery

CMC Financial Group: COWZ position timeline

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

CMC Financial Group held 80,585 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,585 shares
    Change vs previous 13F -5,176 shares

    9.71% of the 13F portfolio, value $5,012,371.

    13F-HR 0001770940-26-000003 filed by CMC Financial Group
    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 85,761 shares
    Change vs previous 13F +2,366 shares

    10.87% of the 13F portfolio, value $5,365,223.

    13F-HR 0001770940-26-000002 filed by CMC Financial Group
    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 83,395 shares
    Change vs previous 13F -55,102 shares

    8.95% of the 13F portfolio, value $5,017,865.

    13F-HR 0001770940-26-000001 filed by CMC Financial Group
    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 138,497 shares
    Change vs previous 13F -98,164 shares

    14.74% of the 13F portfolio, value $7,959,411.

    13F-HR 0001770940-25-000006 filed by CMC Financial Group
    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 236,661 shares
    Change vs previous 13F -907 shares

    29.78% of the 13F portfolio, value $13,040,014.

    13F-HR 0001770940-25-000004 filed by CMC Financial Group
    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 237,568 shares
    Change vs previous 13F -28,668 shares

    29.43% of the 13F portfolio, value $13,009,244.

    13F-HR 0001770940-25-000002 filed by CMC Financial Group
    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 266,236 shares
    Change vs previous 13F -83,527 shares

    32.07% of the 13F portfolio, value $15,037,006.

    13F-HR 0001770940-25-000001 filed by CMC Financial Group
    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 349,763 shares
    Change vs previous 13F not available

    29.73% of the 13F portfolio, value $20,226,788.

    13F-HR 0001770940-24-000006 filed by CMC Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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