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Abundance Wealth Counselors: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abundance Wealth Counselors on COST, newest first. How the timeline and the estimate are built.

Abundance Wealth Counselors held 3,924 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,924 shares
    Change vs previous 13F +1,781 shares

    0.24% of the 13F portfolio, value $3,670,784.

    13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
    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 2,143 shares
    Change vs previous 13F +399 shares

    0.31% of the 13F portfolio, value $2,135,349.

    13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
    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 1,744 shares
    Change vs previous 13F +51 shares

    0.25% of the 13F portfolio, value $1,503,917.

    13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
    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 1,693 shares
    Change vs previous 13F -155 shares

    0.27% of the 13F portfolio, value $1,567,088.

    13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
    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 1,848 shares
    Change vs previous 13F +20 shares

    0.34% of the 13F portfolio, value $1,829,000.

    13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
    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 1,828 shares
    Change vs previous 13F +147 shares

    0.36% of the 13F portfolio, value $1,729,000.

    13F-HR 0001767080-25-000004 filed by Abundance Wealth Counselors
    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 1,681 shares
    Change vs previous 13F +95 shares

    0.34% of the 13F portfolio, value $1,540,000.

    13F-HR 0001767080-25-000001 filed by Abundance Wealth Counselors
    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 1,586 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,406,000.

    13F-HR 0001767080-24-000007 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

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