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Disclosery

Fiduciary Alliance LLC: COWZ position timeline

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

Fiduciary Alliance LLC held 154,333 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,333 shares
    Change vs previous 13F +14,934 shares

    0.65% of the 13F portfolio, value $9,599,516.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 139,399 shares
    Change vs previous 13F +43,211 shares

    0.52% of the 13F portfolio, value $8,674,824.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 96,188 shares
    Change vs previous 13F +17,142 shares

    0.38% of the 13F portfolio, value $5,787,612.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 79,046 shares
    Change vs previous 13F +13,609 shares

    0.3% of the 13F portfolio, value $4,542,755.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 65,437 shares
    Change vs previous 13F -43,281 shares

    0.27% of the 13F portfolio, value $3,605,599.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 108,718 shares
    Change vs previous 13F +1,472 shares

    0.59% of the 13F portfolio, value $5,953,394.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 107,246 shares
    Change vs previous 13F +1,160 shares

    0.61% of the 13F portfolio, value $6,057,282.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 106,086 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $6,134,967.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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