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Chokshi & Queen Wealth Advisors, Inc: COST position timeline

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

Chokshi & Queen Wealth Advisors, Inc held 11,485 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,485 shares
    Change vs previous 13F +249 shares

    4.98% of the 13F portfolio, value $10,744,110.

    13F-HR 0001172661-26-003523 filed by Chokshi & Queen Wealth Advisors, Inc
    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 11,236 shares
    Change vs previous 13F +346 shares

    5.98% of the 13F portfolio, value $11,195,947.

    13F-HR 0001172661-26-002404 filed by Chokshi & Queen Wealth Advisors, Inc
    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 10,890 shares
    Change vs previous 13F -573 shares

    4.91% of the 13F portfolio, value $9,391,643.

    13F-HR 0001172661-26-000922 filed by Chokshi & Queen Wealth Advisors, Inc
    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 11,463 shares
    Change vs previous 13F -239 shares

    5.62% of the 13F portfolio, value $10,611,132.

    13F-HR 0001172661-25-004409 filed by Chokshi & Queen Wealth Advisors, Inc
    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 11,702 shares
    Change vs previous 13F +563 shares

    6.64% of the 13F portfolio, value $11,583,787.

    13F-HR 0001172661-25-002805 filed by Chokshi & Queen Wealth Advisors, Inc
    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 11,139 shares
    Change vs previous 13F +77 shares

    6.98% of the 13F portfolio, value $10,535,355.

    13F-HR 0001172661-25-002421 filed by Chokshi & Queen Wealth Advisors, Inc
    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 11,062 shares
    Change vs previous 13F not available

    6.29% of the 13F portfolio, value $10,135,939.

    13F-HR 0001172661-25-001339 filed by Chokshi & Queen Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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