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Laurel Wealth Planning LLC: COWG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Laurel Wealth Planning LLC on COWG, newest first. How the timeline and the estimate are built.

Laurel Wealth Planning LLC held 167,019 COWG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,019 shares
    Change vs previous 13F -6,100 shares

    2.97% of the 13F portfolio, value $6,705,212.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 173,119 shares
    Change vs previous 13F -3,881 shares

    3.08% of the 13F portfolio, value $5,840,845.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 177,000 shares
    Change vs previous 13F +3,634 shares

    3.45% of the 13F portfolio, value $6,232,170.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 173,366 shares
    Change vs previous 13F +518 shares

    3.33% of the 13F portfolio, value $6,293,186.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 172,848 shares
    Change vs previous 13F +10,003 shares

    3.45% of the 13F portfolio, value $6,068,694.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 162,845 shares
    Change vs previous 13F +29,545 shares

    3.33% of the 13F portfolio, value $5,013,998.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning 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 133,300 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $4,271,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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