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Disclosery

Avondale Wealth Management: COST position timeline

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

Avondale Wealth Management held 0 COST shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -249 shares

    13F-HR 0001214659-25-016789 filed by Avondale Wealth Management
    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.

  2. period ended2025-06-30
    13F 249 shares
    Change vs previous 13F -105 shares

    0.14% of the 13F portfolio, value $246,495.

    13F-HR 0001738720-25-000003 filed by Avondale Wealth Management
    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 354 shares
    Change vs previous 13F +21 shares

    0.21% of the 13F portfolio, value $334,806.

    13F-HR 0001738720-25-000002 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 333 shares
    Change vs previous 13F +255 shares

    0.2% of the 13F portfolio, value $305,118.

    13F-HR 0001738720-25-000001 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 78 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $69,149.

    13F-HR 0001738720-24-000005 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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