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Disclosery

Plan Group Financial, LLC: COWG position timeline

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

Plan Group Financial, LLC held 325,050 COWG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 325,050 shares
    Change vs previous 13F +50,200 shares

    2.7% of the 13F portfolio, value $13,049,574.

    13F-HR 0001940033-26-000006 filed by Plan Group 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 274,850 shares
    Change vs previous 13F +46,795 shares

    2.18% of the 13F portfolio, value $9,273,142.

    13F-HR 0001940033-26-000004 filed by Plan Group 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 228,055 shares
    Change vs previous 13F +36,882 shares

    2.08% of the 13F portfolio, value $8,029,800.

    13F-HR 0001940033-26-000001 filed by Plan Group 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 191,173 shares
    Change vs previous 13F +69,017 shares

    1.86% of the 13F portfolio, value $6,939,563.

    13F-HR 0001940033-25-000007 filed by Plan Group 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 122,156 shares
    Change vs previous 13F +30,779 shares

    1.41% of the 13F portfolio, value $4,288,905.

    13F-HR 0001940033-25-000005 filed by Plan Group 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 91,377 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,813,498.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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