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Aquire Wealth Advisors, LLC: COST position timeline

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

Aquire Wealth Advisors, LLC held 833 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 833 shares
    Change vs previous 13F +7 shares

    0.18% of the 13F portfolio, value $779,247.

    13F-HR 0001172661-26-003106 filed by Aquire Wealth Advisors, 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 826 shares
    Change vs previous 13F +826 shares

    0.22% of the 13F portfolio, value $823,051.

    13F-HR 0001172661-26-001464 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -223 shares

    13F-HR 0001172661-25-001630 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 223 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $204,328.

    13F-HR 0001172661-25-000757 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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