Skip to content
Disclosery

Creative Planning: COWZ position timeline

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

Creative Planning held 39,732 COWZ 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 39,732 shares
    Change vs previous 13F -58 shares

    <0.01% of the 13F portfolio, value $2,471,300.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 39,790 shares
    Change vs previous 13F +3,188 shares

    <0.01% of the 13F portfolio, value $2,489,266.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 36,602 shares
    Change vs previous 13F +3,305 shares

    <0.01% of the 13F portfolio, value $2,202,361.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 33,297 shares
    Change vs previous 13F +5,179 shares

    <0.01% of the 13F portfolio, value $1,913,605.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 28,118 shares
    Change vs previous 13F -9,839 shares

    <0.01% of the 13F portfolio, value $1,549,283.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 37,957 shares
    Change vs previous 13F +9,423 shares

    <0.01% of the 13F portfolio, value $2,078,537.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 28,534 shares
    Change vs previous 13F -1,884 shares

    <0.01% of the 13F portfolio, value $1,611,611.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 30,418 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,759,088.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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