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Disclosery

Summit Financial, LLC: COWZ position timeline

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

Summit Financial, LLC held 83,201 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,201 shares
    Change vs previous 13F -27,250 shares

    0.06% of the 13F portfolio, value $5,175,114.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 110,451 shares
    Change vs previous 13F -4,510 shares

    0.09% of the 13F portfolio, value $6,909,827.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 114,961 shares
    Change vs previous 13F +22,100 shares

    0.1% of the 13F portfolio, value $6,988,058.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 92,861 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,336,747.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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