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Kestra Advisory Services, LLC: COWG position timeline

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

Kestra Advisory Services, LLC held 754,297 COWG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 754,297 shares
    Change vs previous 13F +34,418 shares

    0.08% of the 13F portfolio, value $30,282,329.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 85,700 shares
    • Kestra Advisory Services, LLC: 668,597 shares

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

  2. period ended2026-03-31
    13F 719,879 shares
    Change vs previous 13F -63,403 shares

    0.07% of the 13F portfolio, value $24,287,929.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 88,107 shares
    • Kestra Advisory Services, LLC: 631,772 shares

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

  3. period ended2025-12-31
    13F 783,282 shares
    Change vs previous 13F +42,885 shares

    0.09% of the 13F portfolio, value $27,579,376.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 89,343 shares
    • Kestra Advisory Services, LLC: 693,939 shares

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

  4. period ended2025-09-30
    13F 740,397 shares
    Change vs previous 13F +52,869 shares

    0.09% of the 13F portfolio, value $26,876,394.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 86,405 shares
    • Kestra Advisory Services, LLC: 653,992 shares

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

  5. period ended2025-06-30
    13F 687,528 shares
    Change vs previous 13F +159,239 shares

    0.09% of the 13F portfolio, value $24,139,110.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 106,607 shares
    • Kestra Advisory Services, LLC: 580,921 shares

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

  6. period ended2025-03-31
    13F 528,289 shares
    Change vs previous 13F +422,683 shares

    0.06% of the 13F portfolio, value $16,266,018.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 104,403 shares
    • Kestra Advisory Services, LLC: 423,886 shares

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

  7. period ended2024-12-31
    13F 105,606 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,383,616.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,006 shares
    • Kestra Advisory Services, LLC: 97,600 shares

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