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Disclosery

Baer Investment Advisory LLC: COST position timeline

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

Baer Investment Advisory LLC held 2,830 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,830 shares
    Change vs previous 13F +2,830 shares

    2.93% of the 13F portfolio, value $2,576,262.

    13F-HR 0001754960-26-000849 filed by Baer Investment Advisory LLC
    Accepted , ingested

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,602 shares

    13F-HR 0001754960-26-000100 filed by Baer Investment Advisory 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.

  3. period ended2025-09-30
    13F 3,602 shares
    Change vs previous 13F +1,255 shares

    4.17% of the 13F portfolio, value $3,334,119.

    13F-HR 0001754960-25-000723 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F/A 2,347 shares
    Change vs previous 13F -74 shares

    4.05% of the 13F portfolio, value $2,480,427.

    13F-HR/A 0001754960-25-000552 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,421 shares
    Change vs previous 13F +1,050 shares

    4.23% of the 13F portfolio, value $3,271,229.

    13F-HR 0001754960-25-000268 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,371 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $3,193,405.

    13F-HR 0001754960-25-000152 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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