Skip to content

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

  1. period ended2026-06-30
    13F 365,837 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 364,492 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 334,654 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 317,709 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 297,350 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 287,538 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 52,804 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 6,350 shares
    Change 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), ingested

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