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Disclosery

Allworth Financial LP: COST position timeline

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

Allworth Financial LP held 63,703 COST 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 63,703 shares
    Change vs previous 13F -9,724 shares

    0.25% of the 13F portfolio, value $59,592,085.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 73,427 shares
    Change vs previous 13F +5,163 shares

    0.3% of the 13F portfolio, value $73,164,869.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 68,264 shares
    Change vs previous 13F +7,581 shares

    0.24% of the 13F portfolio, value $58,867,188.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 60,683 shares
    Change vs previous 13F +1,935 shares

    0.25% of the 13F portfolio, value $56,169,837.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 58,748 shares
    Change vs previous 13F +5,342 shares

    0.28% of the 13F portfolio, value $58,157,178.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 53,406 shares
    Change vs previous 13F +703 shares

    0.29% of the 13F portfolio, value $52,096,813.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 52,703 shares
    Change vs previous 13F +20,794 shares

    0.27% of the 13F portfolio, value $49,788,085.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 31,909 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $28,288,015.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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