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IFP Advisors, Inc: COWZ position timeline

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

IFP Advisors, Inc held 121,969 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 121,969 shares
    Change vs previous 13F +1,649 shares

    0.14% of the 13F portfolio, value $7,586,472.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, 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 120,320 shares
    Change vs previous 13F -5,099 shares

    0.16% of the 13F portfolio, value $7,527,219.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, 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 125,419 shares
    Change vs previous 13F -8,339 shares

    0.17% of the 13F portfolio, value $7,546,461.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, 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/A 133,758 shares
    Change vs previous 13F -19,171 shares

    0.2% of the 13F portfolio, value $7,687,072.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, 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 152,929 shares
    Change vs previous 13F +3,097 shares

    0.24% of the 13F portfolio, value $8,426,234.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, 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 149,832 shares
    Change vs previous 13F -27,700 shares

    0.25% of the 13F portfolio, value $8,204,882.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, 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 177,532 shares
    Change vs previous 13F +2,673 shares

    0.33% of the 13F portfolio, value $10,026,924.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, 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 174,859 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $10,112,254.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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