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Disclosery

Brown Financial Advisors: COST position timeline

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

Brown Financial Advisors held 1,177 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,177 shares
    Change vs previous 13F +109 shares

    0.38% of the 13F portfolio, value $1,100,580.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 1,068 shares
    Change vs previous 13F -303 shares

    0.4% of the 13F portfolio, value $1,063,689.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 1,371 shares
    Change vs previous 13F +28 shares

    0.43% of the 13F portfolio, value $1,181,837.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 1,343 shares
    Change vs previous 13F +42 shares

    0.46% of the 13F portfolio, value $1,242,658.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    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 1,301 shares
    Change vs previous 13F -110 shares

    0.5% of the 13F portfolio, value $1,287,417.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    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 1,411 shares
    Change vs previous 13F +281 shares

    0.55% of the 13F portfolio, value $1,334,023.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    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 1,130 shares
    Change vs previous 13F -213 shares

    0.42% of the 13F portfolio, value $1,034,927.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    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 1,343 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,190,153.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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