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Goldstein Advisors, LLC: COWZ position timeline

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

Goldstein Advisors, LLC held 31,087 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 31,087 shares
    Change vs previous 13F -152 shares

    0.18% of the 13F portfolio, value $1,933,611.

    13F-HR 0001172661-26-002693 filed by Goldstein Advisors, 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 31,239 shares
    Change vs previous 13F +491 shares

    0.22% of the 13F portfolio, value $1,954,312.

    13F-HR 0001172661-26-001553 filed by Goldstein Advisors, 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 30,748 shares
    Change vs previous 13F +104 shares

    0.21% of the 13F portfolio, value $1,850,107.

    13F-HR 0001172661-26-000596 filed by Goldstein Advisors, 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 30,644 shares
    Change vs previous 13F -1,267 shares

    0.21% of the 13F portfolio, value $1,761,111.

    13F-HR 0001172661-25-004337 filed by Goldstein Advisors, 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 31,911 shares
    Change vs previous 13F -4,905 shares

    0.24% of the 13F portfolio, value $1,758,296.

    13F-HR 0001172661-25-002781 filed by Goldstein Advisors, 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 36,816 shares
    Change vs previous 13F -394,740 shares

    0.29% of the 13F portfolio, value $2,016,044.

    13F-HR 0001172661-25-001539 filed by Goldstein Advisors, 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 431,556 shares
    Change vs previous 13F +18,540 shares

    3.54% of the 13F portfolio, value $24,374,283.

    13F-HR 0001172661-25-000256 filed by Goldstein Advisors, 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 413,016 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $23,884,715.

    13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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