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ATTICUS WEALTH MANAGEMENT, LLC: COST position timeline

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

ATTICUS WEALTH MANAGEMENT, LLC held 2,971 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,971 shares
    Change vs previous 13F -102 shares

    0.66% of the 13F portfolio, value $2,779,182.

    13F-HR 0001800234-26-000003 filed by ATTICUS 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 3,073 shares
    Change vs previous 13F -506 shares

    0.83% of the 13F portfolio, value $3,061,597.

    13F-HR 0001800234-26-000002 filed by ATTICUS 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 3,579 shares
    Change vs previous 13F -12 shares

    0.76% of the 13F portfolio, value $3,085,990.

    13F-HR 0001800234-26-000001 filed by ATTICUS 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 3,591 shares
    Change vs previous 13F -7 shares

    0.84% of the 13F portfolio, value $3,324,257.

    13F-HR 0001800234-25-000004 filed by ATTICUS 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 3,598 shares
    Change vs previous 13F +41 shares

    0.96% of the 13F portfolio, value $3,561,956.

    13F-HR 0001085146-25-003716 filed by ATTICUS 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 3,557 shares
    Change vs previous 13F +100 shares

    1.1% of the 13F portfolio, value $3,364,086.

    13F-HR 0001085146-25-002231 filed by ATTICUS 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 3,457 shares
    Change vs previous 13F -19 shares

    0.99% of the 13F portfolio, value $3,167,601.

    13F-HR 0001085146-25-000396 filed by ATTICUS 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 3,476 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,081,557.

    13F-HR 0001085146-24-004854 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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