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Disclosery

Ellis Investment Partners, LLC: COWG position timeline

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

Ellis Investment Partners, LLC held 21,098 COWG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,098 shares
    Change vs previous 13F +1,189 shares

    0.13% of the 13F portfolio, value $847,025.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 19,909 shares
    Change vs previous 13F -3,499 shares

    0.12% of the 13F portfolio, value $671,715.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 23,408 shares
    Change vs previous 13F -420 shares

    0.14% of the 13F portfolio, value $824,222.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 23,828 shares
    Change vs previous 13F -767 shares

    0.16% of the 13F portfolio, value $864,984.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 24,595 shares
    Change vs previous 13F +1,553 shares

    0.17% of the 13F portfolio, value $863,536.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 23,042 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $709,463.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).