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COWA, LLC: USMV position timeline

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

COWA, LLC held 6,532 USMV 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 6,532 shares
    Change vs previous 13F -12,543 shares

    0.16% of the 13F portfolio, value $630,077.

    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 19,075 shares
    Change vs previous 13F -407 shares

    0.48% of the 13F portfolio, value $1,769,016.

    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 19,482 shares
    Change vs previous 13F -536 shares

    0.56% of the 13F portfolio, value $1,834,425.

    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 20,018 shares
    Change vs previous 13F +15 shares

    0.63% of the 13F portfolio, value $1,904,513.

    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 20,003 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,877,682.

    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).