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Disclosery

Advisory Resource Group: COST position timeline

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

Advisory Resource Group held 2,000 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,000 shares
    Change vs previous 13F -133 shares

    0.28% of the 13F portfolio, value $1,870,647.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 2,133 shares
    Change vs previous 13F +79 shares

    0.37% of the 13F portfolio, value $2,125,010.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 2,054 shares
    Change vs previous 13F +271 shares

    0.31% of the 13F portfolio, value $1,770,872.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 1,783 shares
    Change vs previous 13F +141 shares

    0.3% of the 13F portfolio, value $1,649,939.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 1,642 shares
    Change vs previous 13F -51 shares

    0.31% of the 13F portfolio, value $1,625,088.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 1,693 shares
    Change vs previous 13F +28 shares

    0.33% of the 13F portfolio, value $1,600,776.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 1,665 shares
    Change vs previous 13F +421 shares

    0.32% of the 13F portfolio, value $1,526,044.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 1,244 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,103,221.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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