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COWA, LLC: IBDX position timeline

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

COWA, LLC held 774,107 IBDX 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 774,107 shares
    Change vs previous 13F +45,105 shares

    4.89% of the 13F portfolio, value $19,499,759.

    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 729,002 shares
    Change vs previous 13F +158,280 shares

    4.97% of the 13F portfolio, value $18,421,885.

    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 570,722 shares
    Change vs previous 13F +150,425 shares

    4.31% of the 13F portfolio, value $14,159,510.

    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 420,297 shares
    Change vs previous 13F +107,522 shares

    3.57% of the 13F portfolio, value $10,768,010.

    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 312,775 shares
    Change vs previous 13F +144,922 shares

    3.01% of the 13F portfolio, value $7,898,571.

    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 167,853 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $4,194,638.

    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).