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Disclosery

Ellis Investment Partners, LLC: COWZ position timeline

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

Ellis Investment Partners, LLC held 40,644 COWZ 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 40,644 shares
    Change vs previous 13F +1,537 shares

    0.38% of the 13F portfolio, value $2,528,095.

    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 39,107 shares
    Change vs previous 13F -1,188 shares

    0.42% of the 13F portfolio, value $2,446,559.

    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 40,295 shares
    Change vs previous 13F -313 shares

    0.42% of the 13F portfolio, value $2,424,556.

    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 40,608 shares
    Change vs previous 13F -474 shares

    0.42% of the 13F portfolio, value $2,333,750.

    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 41,082 shares
    Change vs previous 13F -1,217 shares

    0.44% of the 13F portfolio, value $2,263,591.

    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 42,299 shares
    Change vs previous 13F -725 shares

    0.48% of the 13F portfolio, value $2,316,281.

    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).

  7. period ended2024-12-31
    13F 43,024 shares
    Change vs previous 13F +431 shares

    0.48% of the 13F portfolio, value $2,429,997.

    13F-HR 0001172661-25-000424 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).

  8. period ended2024-09-30
    13F 42,593 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,463,142.

    13F-HR 0001172661-24-004354 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).