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Disclosery

IAM Advisory, LLC: COWZ position timeline

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

IAM Advisory, LLC held 28,757 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,757 shares
    Change vs previous 13F -217 shares

    0.35% of the 13F portfolio, value $1,788,676.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 28,974 shares
    Change vs previous 13F -664 shares

    0.41% of the 13F portfolio, value $1,812,614.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 29,638 shares
    Change vs previous 13F -259 shares

    0.4% of the 13F portfolio, value $1,783,293.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 29,897 shares
    Change vs previous 13F -1,006 shares

    0.39% of the 13F portfolio, value $1,718,156.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 30,903 shares
    Change vs previous 13F -363,696 shares

    0.41% of the 13F portfolio, value $1,702,768.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 394,599 shares
    Change vs previous 13F +521 shares

    5.61% of the 13F portfolio, value $21,608,235.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, 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 394,078 shares
    Change vs previous 13F +3,005 shares

    5.64% of the 13F portfolio, value $22,257,538.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, 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 391,073 shares
    Change vs previous 13F not available

    5.72% of the 13F portfolio, value $22,615,746.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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