Skip to content
Disclosery

Costello Asset Management, INC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on CB, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 12,743 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,743 shares
    Change vs previous 13F +215 shares

    1.3% of the 13F portfolio, value $4,342,050.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 12,528 shares
    Change vs previous 13F -454 shares

    1.41% of the 13F portfolio, value $4,083,251.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 12,982 shares
    Change vs previous 13F -261 shares

    1.34% of the 13F portfolio, value $4,051,942.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 13,243 shares
    Change vs previous 13F -489 shares

    1.25% of the 13F portfolio, value $3,737,837.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 13,732 shares
    Change vs previous 13F +10,407 shares

    1.49% of the 13F portfolio, value $3,978,435.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 3,325 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,004,117.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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