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Disclosery

Challenger Wealth Management: COST position timeline

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

Challenger Wealth Management held 2,343 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,343 shares
    Change vs previous 13F -50 shares

    1.61% of the 13F portfolio, value $2,191,566.

    13F-HR 0002057602-26-000003 filed by Challenger Wealth Management
    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 2,393 shares
    Change vs previous 13F +35 shares

    1.91% of the 13F portfolio, value $2,384,326.

    13F-HR 0002057602-26-000002 filed by Challenger Wealth Management
    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 2,358 shares
    Change vs previous 13F +130 shares

    1.55% of the 13F portfolio, value $2,032,970.

    13F-HR 0002057602-26-000001 filed by Challenger Wealth Management
    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 2,228 shares
    Change vs previous 13F -502 shares

    1.61% of the 13F portfolio, value $2,062,242.

    13F-HR 0002057602-25-000006 filed by Challenger Wealth Management
    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 2,730 shares
    Change vs previous 13F +194 shares

    1.87% of the 13F portfolio, value $2,702,056.

    13F-HR 0002057602-25-000004 filed by Challenger Wealth Management
    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 2,536 shares
    Change vs previous 13F -6 shares

    1.9% of the 13F portfolio, value $2,398,438.

    13F-HR 0002057602-25-000003 filed by Challenger Wealth Management
    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 2,542 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $2,328,805.

    13F-HR 0002057602-25-000001 filed by Challenger Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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