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Disclosery

COWA, LLC: XLE position timeline

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

COWA, LLC held 12,320 XLE 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 12,320 shares
    Change vs previous 13F -200 shares

    0.16% of the 13F portfolio, value $654,325.

    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 12,520 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $766,987.

    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 12,520 shares
    Change vs previous 13F +5,954 shares

    0.17% of the 13F portfolio, value $559,778.

    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 6,566 shares
    Change vs previous 13F +8 shares

    0.19% of the 13F portfolio, value $586,639.

    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 6,558 shares
    Change vs previous 13F +9 shares

    0.21% of the 13F portfolio, value $556,146.

    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 6,549 shares
    Change vs previous 13F -145 shares

    0.26% of the 13F portfolio, value $611,973.

    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 6,694 shares
    Change vs previous 13F -2,704 shares

    0.26% of the 13F portfolio, value $573,379.

    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 9,398 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $825,133.

    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).