Clark Wealth Partners: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clark Wealth Partners on COST, newest first. How the timeline and the estimate are built.
Clark Wealth Partners held 190 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 190 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $178,087.
13F-HR 0002107657-26-000007 filed by Clark Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 190 sharesChange vs previous 13F +9 shares
0.13% of the 13F portfolio, value $189,537.
13F-HR 0002107657-26-000006 filed by Clark Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 181 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $156,147.
13F-HR 0002107657-26-000005 filed by Clark Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 181 sharesChange vs previous 13F -3 shares
0.1% of the 13F portfolio, value $156,147.
13F-HR 0002107657-26-000004 filed by Clark Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 184 sharesChange vs previous 13F +17 shares
0.12% of the 13F portfolio, value $181,947.
13F-HR 0002107657-26-000003 filed by Clark Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 167 sharesChange vs previous 13F +1 shares
0.12% of the 13F portfolio, value $157,580.
13F-HR 0002107657-26-000002 filed by Clark Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 166 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $152,515.
13F-HR 0002107657-26-000001 filed by Clark Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).