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Aventura Private Wealth, LLC: COST position timeline

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

Aventura Private Wealth, LLC held 2,367 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 2,367 shares
    Change vs previous 13F +78 shares

    0.68% of the 13F portfolio, value $2,214,440.

    13F-HR 0002074418-26-000007 filed by Aventura Private Wealth, 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 2,289 shares
    Change vs previous 13F -543 shares

    0.83% of the 13F portfolio, value $2,280,672.

    13F-HR 0002074418-26-000006 filed by Aventura Private Wealth, 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 2,832 shares
    Change vs previous 13F -18 shares

    0.88% of the 13F portfolio, value $2,441,769.

    13F-HR 0002074418-26-000001 filed by Aventura Private Wealth, 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 2,850 shares
    Change vs previous 13F +571 shares

    0.97% of the 13F portfolio, value $2,638,296.

    13F-HR 0002074418-26-000005 filed by Aventura Private Wealth, 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 2,279 shares
    Change vs previous 13F +628 shares

    0.98% of the 13F portfolio, value $2,256,217.

    13F-HR 0002074418-26-000004 filed by Aventura Private Wealth, 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 1,651 shares
    Change vs previous 13F -157 shares

    0.82% of the 13F portfolio, value $1,561,580.

    13F-HR 0002074418-26-000003 filed by Aventura Private Wealth, 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 1,808 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,656,635.

    13F-HR 0002074418-26-000002 filed by Aventura Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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