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Disclosery

Bernard Wealth Management Corp.: COST position timeline

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

Bernard Wealth Management Corp. held 1,335 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,335 shares
    Change vs previous 13F -31 shares

    0.46% of the 13F portfolio, value $1,248,853.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 1,366 shares
    Change vs previous 13F +20 shares

    0.58% of the 13F portfolio, value $1,361,124.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 1,346 shares
    Change vs previous 13F -172 shares

    0.47% of the 13F portfolio, value $1,160,710.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 1,518 shares
    Change vs previous 13F -37 shares

    0.59% of the 13F portfolio, value $1,405,107.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 1,555 shares
    Change vs previous 13F -39 shares

    0.71% of the 13F portfolio, value $1,539,357.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 1,594 shares
    Change vs previous 13F -2 shares

    0.74% of the 13F portfolio, value $1,507,574.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 1,596 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,462,367.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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