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Disclosery

LPL Financial LLC: COWG position timeline

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

LPL Financial LLC held 5,208,628 COWG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,208,628 shares
    Change vs previous 13F +26,688 shares

    0.05% of the 13F portfolio, value $209,107,588.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 5,181,940 shares
    Change vs previous 13F -310,219 shares

    0.05% of the 13F portfolio, value $174,832,878.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 5,492,159 shares
    Change vs previous 13F +408,565 shares

    0.05% of the 13F portfolio, value $193,378,918.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 5,083,594 shares
    Change vs previous 13F +1,165,739 shares

    0.05% of the 13F portfolio, value $184,534,459.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 3,917,855 shares
    Change vs previous 13F +1,302,238 shares

    0.05% of the 13F portfolio, value $137,555,879.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 2,615,617 shares
    Change vs previous 13F +1,928,938 shares

    0.03% of the 13F portfolio, value $80,534,854.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 686,679 shares
    Change vs previous 13F +382,237 shares

    0.01% of the 13F portfolio, value $22,001,203.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 304,442 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,746,622.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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