Oxford Wealth Group, LLC: COWZ position timeline

Oxford Wealth Group, LLC held 103,298 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 103,298 shares

   Change vs previous 13F -15,109 shares

   2.87% of the 13F portfolio, value $6,425,113.

   13F-HR 0001765380-26-000376 filed by Oxford Wealth Group, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 118,407 shares

   Change vs previous 13F -6,934 shares

   4.05% of the 13F portfolio, value $7,407,549.

   13F-HR 0001765380-26-000201 filed by Oxford Wealth Group, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 125,341 shares

   Change vs previous 13F -329,613 shares

   3.67% of the 13F portfolio, value $7,541,789.

   13F-HR 0001765380-26-000087 filed by Oxford Wealth Group, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2024-12-31

   13F 454,954 shares

   Change vs previous 13F +113,787 shares

   16.61% of the 13F portfolio, value $25,695,817.

   13F-HR 0001765380-25-000108 filed by Oxford Wealth Group, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 341,167 shares

   Change vs previous 13F not available

   16.05% of the 13F portfolio, value $19,729,682.

   13F-HR 0001765380-24-000427 filed by Oxford Wealth Group, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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