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COWA, LLC: IBDW position timeline

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

COWA, LLC held 433,167 IBDW 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 433,167 shares
    Change vs previous 13F +24,523 shares

    2.26% of the 13F portfolio, value $9,027,193.

    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 408,644 shares
    Change vs previous 13F +96,995 shares

    2.31% of the 13F portfolio, value $8,552,935.

    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 311,649 shares
    Change vs previous 13F +129,602 shares

    1.88% of the 13F portfolio, value $6,181,071.

    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 182,047 shares
    Change vs previous 13F +46,919 shares

    1.28% of the 13F portfolio, value $3,863,044.

    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 135,128 shares
    Change vs previous 13F +46,708 shares

    1.08% of the 13F portfolio, value $2,838,750.

    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 88,420 shares
    Change vs previous 13F +75,257 shares

    0.78% of the 13F portfolio, value $1,834,712.

    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 13,163 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $267,867.

    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).