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Plotkin Financial Advisors, LLC: COWZ position timeline

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

Plotkin Financial Advisors, LLC held 5,222 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,222 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $324,808.

    13F-HR 0001826394-26-000003 filed by Plotkin Financial 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 5,222 shares
    Change vs previous 13F -72 shares

    0.16% of the 13F portfolio, value $326,688.

    13F-HR 0001826394-26-000002 filed by Plotkin Financial 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 5,294 shares
    Change vs previous 13F -362 shares

    0.16% of the 13F portfolio, value $318,539.

    13F-HR 0001826394-26-000001 filed by Plotkin Financial 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 5,656 shares
    Change vs previous 13F -1,954 shares

    0.16% of the 13F portfolio, value $325,050.

    13F-HR 0001826394-25-000007 filed by Plotkin Financial 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 7,610 shares
    Change vs previous 13F -402 shares

    0.23% of the 13F portfolio, value $419,311.

    13F-HR 0001826394-25-000004 filed by Plotkin Financial 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 8,012 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $438,737.

    13F-HR 0001826394-25-000003 filed by Plotkin Financial 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 8,012 shares
    Change vs previous 13F -1,457 shares

    0.27% of the 13F portfolio, value $452,517.

    13F-HR 0001826394-25-000001 filed by Plotkin Financial 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 9,469 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $547,592.

    13F-HR 0001826394-24-000002 filed by Plotkin Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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