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Legacy Financial Strategies, LLC: COWZ position timeline

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

Legacy Financial Strategies, LLC held 0 COWZ shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,260 shares

    13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 5,260 shares
    Change vs previous 13F -10,796 shares

    0.05% of the 13F portfolio, value $302,296.

    13F-HR 0001723925-25-000003 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 16,056 shares
    Change vs previous 13F -5,572 shares

    0.17% of the 13F portfolio, value $884,691.

    13F-HR 0001085146-25-003723 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 21,628 shares
    Change vs previous 13F -583 shares

    0.26% of the 13F portfolio, value $1,184,375.

    13F-HR 0001085146-25-001918 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 22,211 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,256,721.

    13F-HR 0001085146-25-000556 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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