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COWA, LLC: SYLD position timeline

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

COWA, LLC held 13,805 SYLD 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 13,805 shares
    Change vs previous 13F -907 shares

    0.27% of the 13F portfolio, value $1,091,795.

    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 14,712 shares
    Change vs previous 13F -183 shares

    0.3% of the 13F portfolio, value $1,109,432.

    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 14,895 shares
    Change vs previous 13F +749 shares

    0.32% of the 13F portfolio, value $1,035,500.

    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 14,146 shares
    Change vs previous 13F +5,804 shares

    0.32% of the 13F portfolio, value $971,264.

    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 8,342 shares
    Change vs previous 13F -92 shares

    0.21% of the 13F portfolio, value $542,480.

    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 8,434 shares
    Change vs previous 13F +2,639 shares

    0.23% of the 13F portfolio, value $538,089.

    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 5,795 shares
    Change vs previous 13F +1,198 shares

    0.18% of the 13F portfolio, value $396,784.

    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 4,597 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $332,685.

    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).