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Disclosery

AE Wealth Management LLC: COST position timeline

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

AE Wealth Management LLC held 34,258 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,258 shares
    Change vs previous 13F -25,387 shares

    0.15% of the 13F portfolio, value $32,046,789.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 59,645 shares
    Change vs previous 13F -15,025 shares

    0.32% of the 13F portfolio, value $59,433,064.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 74,670 shares
    Change vs previous 13F +32,542 shares

    0.37% of the 13F portfolio, value $64,391,846.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 42,128 shares
    Change vs previous 13F +7,510 shares

    0.25% of the 13F portfolio, value $38,996,241.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 34,618 shares
    Change vs previous 13F +2,366 shares

    0.25% of the 13F portfolio, value $34,269,461.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 32,252 shares
    Change vs previous 13F +3,208 shares

    0.26% of the 13F portfolio, value $30,505,402.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 29,044 shares
    Change vs previous 13F +4,163 shares

    0.23% of the 13F portfolio, value $26,614,707.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 24,881 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $22,058,797.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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