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Disclosery

Clearstead Advisors, LLC: COST position timeline

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

Clearstead Advisors, LLC held 50,028 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,028 shares
    Change vs previous 13F -9,856 shares

    0.44% of the 13F portfolio, value $46,800,134.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    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 59,884 shares
    Change vs previous 13F +12,489 shares

    0.55% of the 13F portfolio, value $59,671,109.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 ended2025-12-31
    13F 47,395 shares
    Change vs previous 13F +1,196 shares

    0.52% of the 13F portfolio, value $40,870,890.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 46,199 shares
    Change vs previous 13F -1,988 shares

    0.62% of the 13F portfolio, value $42,762,769.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 48,187 shares
    Change vs previous 13F -184 shares

    0.67% of the 13F portfolio, value $47,702,048.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 ended2025-03-31
    13F 48,371 shares
    Change vs previous 13F +1,521 shares

    0.71% of the 13F portfolio, value $45,748,075.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 ended2024-12-31
    13F 46,850 shares
    Change vs previous 13F +777 shares

    0.65% of the 13F portfolio, value $42,927,608.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 ended2024-09-30
    13F 46,073 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $40,845,480.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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