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Disclosery

Balboa Wealth Partners: COST position timeline

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

Balboa Wealth Partners held 6,037 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 6,037 shares
    Change vs previous 13F -28 shares

    0.77% of the 13F portfolio, value $5,647,508.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 6,065 shares
    Change vs previous 13F -157 shares

    1.01% of the 13F portfolio, value $6,043,416.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 6,222 shares
    Change vs previous 13F -244 shares

    0.89% of the 13F portfolio, value $5,365,528.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 6,466 shares
    Change vs previous 13F -198 shares

    1.03% of the 13F portfolio, value $5,985,164.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 6,664 shares
    Change vs previous 13F +1,974 shares

    1.32% of the 13F portfolio, value $6,596,992.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 4,690 shares
    Change vs previous 13F -134 shares

    1.07% of the 13F portfolio, value $4,435,727.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 4,824 shares
    Change vs previous 13F +203 shares

    1.01% of the 13F portfolio, value $4,420,096.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 4,621 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $4,096,753.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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