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Disclosery

Merit Financial Group, LLC: COWZ position timeline

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

Merit Financial Group, LLC held 123,744 COWZ shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 123,744 shares
    Change vs previous 13F -31,851 shares

    0.05% of the 13F portfolio, value $7,696,923.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, 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 155,595 shares
    Change vs previous 13F +8,136 shares

    0.07% of the 13F portfolio, value $9,734,002.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, 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 147,459 shares
    Change vs previous 13F +53,734 shares

    0.07% of the 13F portfolio, value $8,872,677.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, 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/A 93,725 shares
    Change vs previous 13F +6,164 shares

    0.05% of the 13F portfolio, value $5,386,429.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, 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 87,561 shares
    Change vs previous 13F +575 shares

    0.05% of the 13F portfolio, value $4,824,636.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, 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 86,986 shares
    Change vs previous 13F +6,325 shares

    0.07% of the 13F portfolio, value $4,763,371.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, 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 80,661 shares
    Change vs previous 13F +3,418 shares

    0.08% of the 13F portfolio, value $4,555,750.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, 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 77,243 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,466,989.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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