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Arkadios Wealth Advisors: COST position timeline

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

Arkadios Wealth Advisors held 22,635 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,635 shares
    Change vs previous 13F -582 shares

    0.33% of the 13F portfolio, value $21,174,637.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 23,217 shares
    Change vs previous 13F -738 shares

    0.38% of the 13F portfolio, value $23,133,843.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 23,955 shares
    Change vs previous 13F +11,147 shares

    0.41% of the 13F portfolio, value $20,657,697.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 12,808 shares
    Change vs previous 13F +2,746 shares

    0.29% of the 13F portfolio, value $11,856,310.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 10,062 shares
    Change vs previous 13F +3,216 shares

    0.3% of the 13F portfolio, value $9,960,937.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 6,846 shares
    Change vs previous 13F +2,394 shares

    0.25% of the 13F portfolio, value $6,475,056.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 4,452 shares
    Change vs previous 13F -366 shares

    0.22% of the 13F portfolio, value $4,079,048.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 4,818 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,271,173.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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