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COWA, LLC: IBHF position timeline

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

COWA, LLC held 1,186,840 IBHF 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 1,186,840 shares
    Change vs previous 13F +77,451 shares

    6.74% of the 13F portfolio, value $26,881,923.

    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 1,109,389 shares
    Change vs previous 13F +137,539 shares

    6.87% of the 13F portfolio, value $25,460,495.

    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 971,850 shares
    Change vs previous 13F +188,995 shares

    6.62% of the 13F portfolio, value $21,753,643.

    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 782,855 shares
    Change vs previous 13F +97,263 shares

    6.08% of the 13F portfolio, value $18,310,999.

    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 685,592 shares
    Change vs previous 13F +141,373 shares

    6.06% of the 13F portfolio, value $15,911,848.

    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 544,219 shares
    Change vs previous 13F +202,821 shares

    5.4% of the 13F portfolio, value $12,636,766.

    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 341,398 shares
    Change vs previous 13F +74,597 shares

    3.64% of the 13F portfolio, value $7,903,061.

    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 266,801 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $6,245,340.

    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).