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Disclosery

Copperwynd Financial, LLC: COST position timeline

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

Copperwynd Financial, LLC held 1,567 COST shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 1,567 shares
    Change vs previous 13F -84 shares

    0.39% of the 13F portfolio, value $1,551,154.

    13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 1,651 shares
    Change vs previous 13F +34 shares

    0.43% of the 13F portfolio, value $1,561,033.

    13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,617 shares
    Change vs previous 13F -115 shares

    0.41% of the 13F portfolio, value $1,481,773.

    13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 1,732 shares
    Change vs previous 13F +111 shares

    0.46% of the 13F portfolio, value $1,535,266.

    13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,621 shares
    Change vs previous 13F +55 shares

    0.44% of the 13F portfolio, value $1,332,766.

    13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,566 shares
    Change vs previous 13F +233 shares

    0.41% of the 13F portfolio, value $1,147,236.

    13F-HR 0001687832-24-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,333 shares
    Change vs previous 13F -2 shares

    0.35% of the 13F portfolio, value $880,208.

    13F-HR 0001687832-24-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 1,335 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $754,130.

    13F-HR 0001687832-23-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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