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WBI INVESTMENTS, LLC: COWG position timeline

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

WBI INVESTMENTS, LLC held 49,894 COWG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,894 shares
    Change vs previous 13F +5,276 shares

    0.5% of the 13F portfolio, value $2,003,050.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 44,618 shares
    Change vs previous 13F +1,459 shares

    0.42% of the 13F portfolio, value $1,505,375.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 44,618 shares
    • MILLINGTON SECURITIES, LLC: 44,618 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 43,159 shares
    Change vs previous 13F +10,874 shares

    0.4% of the 13F portfolio, value $1,519,639.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, 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 32,285 shares
    Change vs previous 13F +10,328 shares

    0.3% of the 13F portfolio, value $1,171,938.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, 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 21,957 shares
    Change vs previous 13F +774 shares

    0.2% of the 13F portfolio, value $770,917.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, 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 21,183 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $652,231.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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