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Disclosery

COWA, LLC: XLV position timeline

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

COWA, LLC held 1,429 XLV 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 1,429 shares
    Change vs previous 13F -5,132 shares

    0.06% of the 13F portfolio, value $226,760.

    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 6,561 shares
    Change vs previous 13F +1,147 shares

    0.26% of the 13F portfolio, value $961,924.

    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 5,414 shares
    Change vs previous 13F +928 shares

    0.26% of the 13F portfolio, value $838,087.

    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 4,486 shares
    Change vs previous 13F +1,271 shares

    0.21% of the 13F portfolio, value $624,317.

    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 3,215 shares
    Change vs previous 13F -52 shares

    0.17% of the 13F portfolio, value $433,358.

    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 3,267 shares
    Change vs previous 13F -35 shares

    0.2% of the 13F portfolio, value $477,015.

    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 3,302 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $454,256.

    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).