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Sigma Planning Corp: COWZ position timeline

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

Sigma Planning Corp held 229,879 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 229,879 shares
    Change vs previous 13F -6,429 shares

    0.36% of the 13F portfolio, value $14,298,495.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 236,308 shares
    Change vs previous 13F -14,313 shares

    0.41% of the 13F portfolio, value $14,783,425.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 250,621 shares
    Change vs previous 13F -25,437 shares

    0.42% of the 13F portfolio, value $15,098,816.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 276,058 shares
    Change vs previous 13F -155,434 shares

    0.45% of the 13F portfolio, value $15,865,042.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 431,492 shares
    Change vs previous 13F -75,479 shares

    0.72% of the 13F portfolio, value $23,775,194.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 506,971 shares
    Change vs previous 13F -33,987 shares

    0.89% of the 13F portfolio, value $27,761,753.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 540,958 shares
    Change vs previous 13F -43,363 shares

    0.96% of the 13F portfolio, value $30,553,298.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 584,321 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $33,791,466.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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