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Disclosery

RETIREMENT PLANNING GROUP, LLC / NY: COWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RETIREMENT PLANNING GROUP, LLC / NY on COWZ, newest first. How the timeline and the estimate are built.

RETIREMENT PLANNING GROUP, LLC / NY held 4,604 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,604 shares
    Change vs previous 13F -52 shares

    0.16% of the 13F portfolio, value $286,340.

    13F-HR 0001951757-26-001182 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 4,656 shares
    Change vs previous 13F +84 shares

    0.19% of the 13F portfolio, value $291,276.

    13F-HR 0001951757-26-000686 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 4,572 shares
    Change vs previous 13F +329 shares

    0.19% of the 13F portfolio, value $277,919.

    13F-HR 0001951757-26-000340 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 4,243 shares
    Change vs previous 13F +69 shares

    0.18% of the 13F portfolio, value $243,847.

    13F-HR 0001951757-25-001195 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 4,174 shares
    Change vs previous 13F +266 shares

    0.2% of the 13F portfolio, value $229,994.

    13F-HR 0001951757-25-000963 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 3,908 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $213,988.

    13F-HR 0001951757-25-000395 filed by RETIREMENT PLANNING GROUP, LLC / NY
    Filed (acceptance time not in the bulk data set), ingested

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