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Copley Financial Group, Inc.: COWZ position timeline

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

Copley Financial Group, Inc. held 220,773 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,773 shares
    Change vs previous 13F +5,830 shares

    8.3% of the 13F portfolio, value $13,732,109.

    13F-HR 0002045258-26-000003 filed by Copley Financial Group, Inc.
    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 214,943 shares
    Change vs previous 13F +8,577 shares

    8.11% of the 13F portfolio, value $13,446,813.

    13F-HR 0002045258-26-000002 filed by Copley Financial Group, Inc.
    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 206,366 shares
    Change vs previous 13F +17,572 shares

    7.68% of the 13F portfolio, value $12,417,050.

    13F-HR 0002045258-26-000001 filed by Copley Financial Group, Inc.
    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 188,794 shares
    Change vs previous 13F +4,517 shares

    7.42% of the 13F portfolio, value $10,849,999.

    13F-HR 0002045258-25-000006 filed by Copley Financial Group, Inc.
    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 184,277 shares
    Change vs previous 13F -7,476 shares

    7.53% of the 13F portfolio, value $10,153,659.

    13F-HR 0002045258-25-000004 filed by Copley Financial Group, Inc.
    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/A 191,753 shares
    Change vs previous 13F +5,797 shares

    8.04% of the 13F portfolio, value $10,500,385.

    13F-HR/A 0002045258-25-000003 filed by Copley Financial Group, Inc.
    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 185,956 shares
    Change vs previous 13F +80,290 shares

    8.04% of the 13F portfolio, value $10,502,768.

    13F-HR 0002045258-25-000001 filed by Copley Financial Group, Inc.
    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 105,666 shares
    Change vs previous 13F not available

    5.55% of the 13F portfolio, value $6,110,663.

    13F-HR 0002045258-24-000002 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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