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Disclosery

XML Financial, LLC: COWG position timeline

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

XML Financial, LLC held 48,104 COWG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,104 shares
    Change vs previous 13F +3,795 shares

    0.14% of the 13F portfolio, value $1,931,217.

    13F-HR 0001725547-26-000254 filed by XML 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 44,309 shares
    Change vs previous 13F +1,265 shares

    0.12% of the 13F portfolio, value $1,494,935.

    13F-HR 0001725547-26-000139 filed by XML 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 43,044 shares
    Change vs previous 13F +2,784 shares

    0.12% of the 13F portfolio, value $1,515,587.

    13F-HR 0001725547-26-000074 filed by XML 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 40,260 shares
    Change vs previous 13F +5,551 shares

    0.12% of the 13F portfolio, value $1,461,436.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 34,709 shares
    Change vs previous 13F +16,485 shares

    0.11% of the 13F portfolio, value $1,218,628.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 18,224 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $561,117.

    13F-HR 0001725547-25-001441 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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