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Disclosery

NewEdge Advisors, LLC: COWG position timeline

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

NewEdge Advisors, LLC held 95,393 COWG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,393 shares
    Change vs previous 13F -2,349 shares

    0.01% of the 13F portfolio, value $3,829,692.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 97,742 shares
    Change vs previous 13F -23,057 shares

    0.01% of the 13F portfolio, value $3,297,710.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 120,799 shares
    Change vs previous 13F -59,092 shares

    0.02% of the 13F portfolio, value $4,253,340.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 179,891 shares
    Change vs previous 13F +6,732 shares

    0.03% of the 13F portfolio, value $6,530,021.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 173,159 shares
    Change vs previous 13F +145,112 shares

    0.03% of the 13F portfolio, value $6,079,615.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 28,047 shares
    Change vs previous 13F +27,255 shares

    0.01% of the 13F portfolio, value $863,577.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 792 shares
    Change vs previous 13F +792 shares

    <0.01% of the 13F portfolio, value $25,376.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, 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.