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Retirement Planning Group, LLC: COWZ position timeline

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

Retirement Planning Group, LLC held 97,302 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,302 shares
    Change vs previous 13F -21,937 shares

    0.15% of the 13F portfolio, value $6,052,175.

    13F-HR 0001508195-26-000004 filed by Retirement Planning Group, 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 119,239 shares
    Change vs previous 13F +8,285 shares

    0.23% of the 13F portfolio, value $7,459,604.

    13F-HR 0001508195-26-000002 filed by Retirement Planning Group, 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 110,954 shares
    Change vs previous 13F -3,850 shares

    0.22% of the 13F portfolio, value $6,676,073.

    13F-HR 0001508195-26-000001 filed by Retirement Planning Group, 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 114,804 shares
    Change vs previous 13F -124,676 shares

    0.23% of the 13F portfolio, value $6,597,784.

    13F-HR 0001508195-25-000004 filed by Retirement Planning Group, 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 239,480 shares
    Change vs previous 13F -116,689 shares

    0.56% of the 13F portfolio, value $13,195,356.

    13F-HR 0001085146-25-004322 filed by Retirement Planning Group, 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 356,169 shares
    Change vs previous 13F -92,294 shares

    0.91% of the 13F portfolio, value $19,503,812.

    13F-HR 0001085146-25-002020 filed by Retirement Planning Group, 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 448,463 shares
    Change vs previous 13F -7,442 shares

    1.27% of the 13F portfolio, value $25,329,212.

    13F-HR 0001085146-25-001741 filed by Retirement Planning Group, 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 455,905 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $26,364,984.

    13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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