Steward Partners Investment Advisory, LLC: COWG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on COWG, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 365,837 COWG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 365,837 sharesChange vs previous 13F +1,345 shares
0.07% of the 13F portfolio, value $14,687,024.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 364,492 sharesChange vs previous 13F +29,838 shares
0.06% of the 13F portfolio, value $12,297,567.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 334,654 sharesChange vs previous 13F +16,945 shares
0.06% of the 13F portfolio, value $11,783,168.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 317,709 sharesChange vs previous 13F +20,359 shares
0.07% of the 13F portfolio, value $11,532,842.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 297,350 sharesChange vs previous 13F +9,812 shares
0.08% of the 13F portfolio, value $10,439,974.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 287,538 sharesChange vs previous 13F +234,734 shares
0.08% of the 13F portfolio, value $8,853,300.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 52,804 sharesChange vs previous 13F +46,454 shares
0.02% of the 13F portfolio, value $1,691,841.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,350 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $182,436.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).