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Disclosery

Plan Group Financial, LLC: COWZ position timeline

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

Plan Group Financial, LLC held 249,803 COWZ 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 249,803 shares
    Change vs previous 13F +20,351 shares

    3.22% of the 13F portfolio, value $15,537,748.

    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 229,452 shares
    Change vs previous 13F +5,559 shares

    3.37% of the 13F portfolio, value $14,354,501.

    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 223,893 shares
    Change vs previous 13F +141 shares

    3.5% of the 13F portfolio, value $13,471,637.

    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 223,752 shares
    Change vs previous 13F +8,314 shares

    3.45% of the 13F portfolio, value $12,859,001.

    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 215,438 shares
    Change vs previous 13F -13,124 shares

    3.9% of the 13F portfolio, value $11,870,653.

    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 228,562 shares
    Change vs previous 13F +40,155 shares

    4.47% of the 13F portfolio, value $12,516,052.

    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).

  7. period ended2024-12-31
    13F 188,407 shares
    Change vs previous 13F +3,868 shares

    5.62% of the 13F portfolio, value $10,641,248.

    13F-HR 0001911391-25-000004 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).

  8. period ended2024-09-30
    13F 184,539 shares
    Change vs previous 13F not available

    5.64% of the 13F portfolio, value $10,671,909.

    13F-HR 0001940033-24-000005 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).