Kestra Advisory Services, LLC: COWZ position timeline

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

Kestra Advisory Services, LLC held 2,091,911 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 2,091,911 shares
Change vs previous 13F -87,014 shares
0.32% of the 13F portfolio, value $130,116,836.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 409,956 shares
- Kestra Advisory Services, LLC: 1,681,955 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,178,925 shares
Change vs previous 13F +29,611 shares
0.39% of the 13F portfolio, value $136,313,579.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 449,759 shares
- Kestra Advisory Services, LLC: 1,729,166 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,149,314 shares
Change vs previous 13F +90,578 shares
0.4% of the 13F portfolio, value $129,324,249.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 503,696 shares
- Kestra Advisory Services, LLC: 1,645,618 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,058,736 shares
Change vs previous 13F -111,032 shares
0.4% of the 13F portfolio, value $118,315,568.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 500,251 shares
- Kestra Advisory Services, LLC: 1,558,485 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,169,768 shares
Change vs previous 13F -73,647 shares
0.44% of the 13F portfolio, value $119,554,222.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 577,535 shares
- Kestra Advisory Services, LLC: 1,592,233 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 2,243,415 shares
Change vs previous 13F -161,084 shares
0.46% of the 13F portfolio, value $122,849,406.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 655,134 shares
- Kestra Advisory Services, LLC: 1,588,281 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,404,499 shares
Change vs previous 13F +233,279 shares
0.51% of the 13F portfolio, value $135,806,081.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 624,554 shares
- Kestra Advisory Services, LLC: 1,779,211 shares
- Kestra Investment Management, LLC: 734 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,171,220 shares
Change vs previous 13F not available
0.53% of the 13F portfolio, value $125,561,655.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 557,582 shares
- Kestra Advisory Services, LLC: 1,613,638 shares
Acceptance time not in the bulk data set (spec §4.2).