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COWA, LLC: FNDX position timeline

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

COWA, LLC held 239,072 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,072 shares
    Change vs previous 13F +624 shares

    1.87% of the 13F portfolio, value $7,435,133.

    13F-HR 0001172661-26-003103 filed by COWA, 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 238,448 shares
    Change vs previous 13F +8,205 shares

    1.79% of the 13F portfolio, value $6,640,777.

    13F-HR 0001172661-26-001949 filed by COWA, 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 230,243 shares
    Change vs previous 13F +99,958 shares

    1.91% of the 13F portfolio, value $6,264,920.

    13F-HR 0001172661-26-000642 filed by COWA, 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 130,285 shares
    Change vs previous 13F -88,790 shares

    1.14% of the 13F portfolio, value $3,426,510.

    13F-HR 0001172661-25-004667 filed by COWA, 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 219,075 shares
    Change vs previous 13F +24,194 shares

    2.05% of the 13F portfolio, value $5,382,011.

    13F-HR 0001172661-25-003055 filed by COWA, 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 194,881 shares
    Change vs previous 13F +8,969 shares

    1.97% of the 13F portfolio, value $4,601,149.

    13F-HR 0001172661-25-001765 filed by COWA, 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 185,912 shares
    Change vs previous 13F +117,779 shares

    2.01% of the 13F portfolio, value $4,366,525.

    13F-HR 0001172661-25-000471 filed by COWA, 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 68,133 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $4,889,818.

    13F-HR 0001172661-24-004448 filed by COWA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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