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Disclosery

CapWealth Advisors, LLC: COST position timeline

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

CapWealth Advisors, LLC held 8,728 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,728 shares
    Change vs previous 13F -129 shares

    0.6% of the 13F portfolio, value $7,945,205.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,857 shares
    Change vs previous 13F -415 shares

    0.57% of the 13F portfolio, value $8,285,002.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,272 shares
    Change vs previous 13F -1,380 shares

    0.69% of the 13F portfolio, value $9,239,356.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 10,652 shares
    Change vs previous 13F -78 shares

    0.63% of the 13F portfolio, value $9,185,999.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 10,730 shares
    Change vs previous 13F -215 shares

    0.68% of the 13F portfolio, value $9,932,339.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,945 shares
    Change vs previous 13F -613 shares

    1.07% of the 13F portfolio, value $10,835,194.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,558 shares
    Change vs previous 13F -9,276 shares

    1.19% of the 13F portfolio, value $10,931,567.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,834 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $19,089,733.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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