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Disclosery

Prospera Financial Services Inc: COWZ position timeline

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

Prospera Financial Services Inc held 181,726 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,726 shares
    Change vs previous 13F +2,790 shares

    0.16% of the 13F portfolio, value $11,310,224.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 178,936 shares
    Change vs previous 13F +4,430 shares

    0.18% of the 13F portfolio, value $11,200,509.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 174,506 shares
    Change vs previous 13F -156,260 shares

    0.17% of the 13F portfolio, value $10,505,993.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 330,766 shares
    Change vs previous 13F -7,572 shares

    0.32% of the 13F portfolio, value $19,022,790.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 338,338 shares
    Change vs previous 13F -10,786 shares

    0.35% of the 13F portfolio, value $18,655,086.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 349,124 shares
    Change vs previous 13F +29,744 shares

    0.44% of the 13F portfolio, value $19,130,850.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 319,380 shares
    Change vs previous 13F +31,260 shares

    0.42% of the 13F portfolio, value $18,050,460.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    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 288,120 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $16,673,016.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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