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Trademark Financial Management, LLC: COWZ position timeline

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

Trademark Financial Management, LLC held 23,355 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,355 shares
    Change vs previous 13F -12,179 shares

    0.59% of the 13F portfolio, value $1,452,690.

    13F-HR 0002085853-26-000868 filed by Trademark Financial Management, 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 35,534 shares
    Change vs previous 13F +752 shares

    1.09% of the 13F portfolio, value $2,222,994.

    13F-HR 0002085853-26-000503 filed by Trademark Financial Management, 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 34,782 shares
    Change vs previous 13F -1,453 shares

    1.15% of the 13F portfolio, value $2,092,827.

    13F-HR 0002085853-26-000124 filed by Trademark Financial Management, 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 36,235 shares
    Change vs previous 13F -13,131 shares

    1.21% of the 13F portfolio, value $2,082,402.

    13F-HR 0002085853-25-000110 filed by Trademark Financial Management, 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 49,366 shares
    Change vs previous 13F -60,667 shares

    1.66% of the 13F portfolio, value $2,720,064.

    13F-HR 0001667731-25-001022 filed by Trademark Financial Management, 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 110,033 shares
    Change vs previous 13F -22,803 shares

    4.6% of the 13F portfolio, value $6,025,418.

    13F-HR 0001667731-25-000526 filed by Trademark Financial Management, 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 132,836 shares
    Change vs previous 13F +4,276 shares

    5.96% of the 13F portfolio, value $7,502,603.

    13F-HR 0001667731-25-000176 filed by Trademark Financial Management, 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 128,560 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $7,434,630.

    13F-HR 0002011736-24-000003 filed by Trademark Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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