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Disclosery

Burton Enright Welch: COST position timeline

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

Burton Enright Welch held 1,444 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,444 shares
    Change vs previous 13F -100 shares

    0.16% of the 13F portfolio, value $1,350,926.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 1,544 shares
    Change vs previous 13F +116 shares

    0.21% of the 13F portfolio, value $1,538,595.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 1,428 shares
    Change vs previous 13F -89 shares

    0.17% of the 13F portfolio, value $1,231,508.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 1,517 shares
    Change vs previous 13F +21 shares

    0.21% of the 13F portfolio, value $1,404,267.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 1,496 shares
    Change vs previous 13F +105 shares

    0.26% of the 13F portfolio, value $1,481,036.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 1,391 shares
    Change vs previous 13F -1 shares

    0.27% of the 13F portfolio, value $1,315,656.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    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 1,392 shares
    Change vs previous 13F -51 shares

    0.27% of the 13F portfolio, value $1,275,516.

    13F-HR 0002105919-26-000015 filed by Burton Enright Welch
    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 1,443 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,279,309.

    13F-HR 0002105919-26-000014 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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