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Bradley & Co. Private Wealth Management, LLC: COST position timeline

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

Bradley & Co. Private Wealth Management, LLC held 11,910 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 11,910 shares
    Change vs previous 13F +207 shares

    5.31% of the 13F portfolio, value $11,141,801.

    13F-HR 0001861678-26-000004 filed by Bradley & Co. Private Wealth Management, 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 11,703 shares
    Change vs previous 13F +766 shares

    6.15% of the 13F portfolio, value $11,661,970.

    13F-HR 0001861678-26-000002 filed by Bradley & Co. Private Wealth Management, 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 10,937 shares
    Change vs previous 13F -142 shares

    5.06% of the 13F portfolio, value $9,432,024.

    13F-HR 0001861678-26-000001 filed by Bradley & Co. Private Wealth Management, 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 11,079 shares
    Change vs previous 13F +48 shares

    5.68% of the 13F portfolio, value $10,255,222.

    13F-HR 0001861678-25-000006 filed by Bradley & Co. Private Wealth Management, 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 11,031 shares
    Change vs previous 13F -93 shares

    6.69% of the 13F portfolio, value $10,920,184.

    13F-HR 0001861678-25-000005 filed by Bradley & Co. Private Wealth Management, 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 11,124 shares
    Change vs previous 13F -663 shares

    7.18% of the 13F portfolio, value $10,521,440.

    13F-HR 0001861678-25-000002 filed by Bradley & Co. Private Wealth Management, 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 11,787 shares
    Change vs previous 13F not available

    6.74% of the 13F portfolio, value $10,800,621.

    13F-HR 0001861678-25-000001 filed by Bradley & Co. Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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