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Disclosery

XML Financial, LLC: COWZ position timeline

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

XML Financial, LLC held 208,239 COWZ 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 208,239 shares
    Change vs previous 13F +5,911 shares

    0.94% of the 13F portfolio, value $12,952,486.

    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 202,328 shares
    Change vs previous 13F +8,078 shares

    1.02% of the 13F portfolio, value $12,657,659.

    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 194,250 shares
    Change vs previous 13F -1,320 shares

    0.95% of the 13F portfolio, value $11,688,018.

    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 195,570 shares
    Change vs previous 13F +1,987 shares

    0.91% of the 13F portfolio, value $11,239,391.

    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 193,583 shares
    Change vs previous 13F +7,118 shares

    0.93% of the 13F portfolio, value $10,666,425.

    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 186,465 shares
    Change vs previous 13F +9,292 shares

    0.95% of the 13F portfolio, value $10,210,834.

    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).

  7. period ended2024-12-31
    13F 177,173 shares
    Change vs previous 13F +22,209 shares

    0.92% of the 13F portfolio, value $10,006,748.

    13F-HR 0001725547-25-000138 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).

  8. period ended2024-09-30
    13F 154,964 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,961,556.

    13F-HR 0001725547-24-006074 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).