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Disclosery

Clearstead Trust, LLC: COST position timeline

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

Clearstead Trust, LLC held 6,674 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 6,674 shares
    Change vs previous 13F -4 shares

    0.82% of the 13F portfolio, value $6,243,327.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 6,678 shares
    Change vs previous 13F +17 shares

    1.08% of the 13F portfolio, value $6,654,160.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 6,661 shares
    Change vs previous 13F -405 shares

    0.9% of the 13F portfolio, value $5,744,047.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 7,066 shares
    Change vs previous 13F -555 shares

    1.12% of the 13F portfolio, value $6,540,502.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 7,621 shares
    Change vs previous 13F +252 shares

    1.43% of the 13F portfolio, value $7,544,333.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 7,369 shares
    Change vs previous 13F -89 shares

    1.55% of the 13F portfolio, value $6,969,453.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 7,458 shares
    Change vs previous 13F -211 shares

    1.48% of the 13F portfolio, value $6,833,542.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 7,669 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $6,798,722.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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