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PKS Advisory Services, LLC: COWZ position timeline

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

PKS Advisory Services, LLC held 26,717 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,717 shares
    Change vs previous 13F -210 shares

    0.27% of the 13F portfolio, value $1,661,664.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 26,927 shares
    Change vs previous 13F -13,416 shares

    0.39% of the 13F portfolio, value $1,684,546.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 40,343 shares
    Change vs previous 13F -1,297 shares

    0.55% of the 13F portfolio, value $2,427,438.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 41,640 shares
    Change vs previous 13F -7,230 shares

    0.5% of the 13F portfolio, value $2,393,050.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 48,870 shares
    Change vs previous 13F -3,912 shares

    0.69% of the 13F portfolio, value $2,692,756.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 52,782 shares
    Change vs previous 13F -15,643 shares

    0.79% of the 13F portfolio, value $2,890,316.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 68,425 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $3,864,699.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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