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Financial Guidance Group, Inc.: COWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Guidance Group, Inc. on COWZ, newest first. How the timeline and the estimate are built.

Financial Guidance Group, Inc. held 67,598 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,598 shares
    Change vs previous 13F -1,707 shares

    1.57% of the 13F portfolio, value $4,204,570.

    13F-HR 0001929349-26-000008 filed by Financial Guidance Group, Inc.
    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 69,305 shares
    Change vs previous 13F -1,807 shares

    1.74% of the 13F portfolio, value $4,335,704.

    13F-HR 0001929349-26-000004 filed by Financial Guidance Group, Inc.
    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 71,112 shares
    Change vs previous 13F -3,315 shares

    1.75% of the 13F portfolio, value $4,278,834.

    13F-HR 0001929349-26-000002 filed by Financial Guidance Group, Inc.
    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 74,427 shares
    Change vs previous 13F -3,065 shares

    1.92% of the 13F portfolio, value $4,277,344.

    13F-HR 0001929349-25-000005 filed by Financial Guidance Group, Inc.
    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 77,492 shares
    Change vs previous 13F -60,753 shares

    2.07% of the 13F portfolio, value $4,269,806.

    13F-HR 0001085146-25-004235 filed by Financial Guidance Group, Inc.
    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 138,245 shares
    Change vs previous 13F +6,262 shares

    4.09% of the 13F portfolio, value $7,570,304.

    13F-HR 0001085146-25-002270 filed by Financial Guidance Group, Inc.
    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 131,983 shares
    Change vs previous 13F +6,654 shares

    4.08% of the 13F portfolio, value $7,454,395.

    13F-HR 0001085146-25-000604 filed by Financial Guidance Group, Inc.
    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 125,329 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $7,247,797.

    13F-HR 0001085146-24-005072 filed by Financial Guidance Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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