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CONSCIOUS WEALTH INVESTMENTS, LLC: COST position timeline

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

CONSCIOUS WEALTH INVESTMENTS, LLC held 312 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 312 shares
    Change vs previous 13F +78 shares

    0.15% of the 13F portfolio, value $289,917.

    13F-HR 0001951757-26-001219 filed by CONSCIOUS WEALTH INVESTMENTS, 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 234 shares
    Change vs previous 13F +4 shares

    0.13% of the 13F portfolio, value $230,432.

    13F-HR 0001951757-26-000721 filed by CONSCIOUS WEALTH INVESTMENTS, 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 230 shares
    Change vs previous 13F +5 shares

    0.14% of the 13F portfolio, value $227,537.

    13F-HR 0001951757-26-000436 filed by CONSCIOUS WEALTH INVESTMENTS, 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 225 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $205,076.

    13F-HR 0001951757-25-001326 filed by CONSCIOUS WEALTH INVESTMENTS, 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 224 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $209,344.

    13F-HR 0001951757-25-001012 filed by CONSCIOUS WEALTH INVESTMENTS, 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 224 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $225,812.

    13F-HR 0001951757-25-000552 filed by CONSCIOUS WEALTH INVESTMENTS, 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 224 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $211,275.

    13F-HR 0001951757-25-000177 filed by CONSCIOUS WEALTH INVESTMENTS, 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 224 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $201,414.

    13F-HR 0001951757-24-001123 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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