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Disclosery

Concentrum Wealth Management: COST position timeline

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

Concentrum Wealth Management held 1,465 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 1,465 shares
    Change vs previous 13F +26 shares

    0.33% of the 13F portfolio, value $1,370,761.

    13F-HR 0001765380-26-000302 filed by Concentrum 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 1,439 shares
    Change vs previous 13F +164 shares

    0.42% of the 13F portfolio, value $1,433,855.

    13F-HR 0001765380-26-000137 filed by Concentrum 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 1,275 shares
    Change vs previous 13F +98 shares

    0.31% of the 13F portfolio, value $1,099,233.

    13F-HR 0001765387-26-000001 filed by Concentrum 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 1,177 shares
    Change vs previous 13F +181 shares

    0.31% of the 13F portfolio, value $1,089,894.

    13F-HR 0001765387-25-000003 filed by Concentrum 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 996 shares
    Change vs previous 13F +214 shares

    0.31% of the 13F portfolio, value $986,293.

    13F-HR 0001765380-25-000328 filed by Concentrum 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 782 shares
    Change vs previous 13F +410 shares

    0.27% of the 13F portfolio, value $739,843.

    13F-HR 0001765380-25-000189 filed by Concentrum 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 372 shares
    Change vs previous 13F +104 shares

    0.12% of the 13F portfolio, value $341,071.

    13F-HR 0001765380-25-000094 filed by Concentrum Wealth Management
    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 268 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $237,790.

    13F-HR 0001765380-24-000451 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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