Costello Asset Management, INC: IBKR position timeline

Costello Asset Management, INC held 9,218 IBKR 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 9,218 shares

   Change vs previous 13F +260 shares

   0.24% of the 13F portfolio, value $802,335.

   13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,958 shares

   Change vs previous 13F +1,423 shares

   0.21% of the 13F portfolio, value $600,813.

   13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,535 shares

   Change vs previous 13F +980 shares

   0.16% of the 13F portfolio, value $484,576.

   13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,555 shares

   Change vs previous 13F +1,403 shares

   0.15% of the 13F portfolio, value $451,050.

   13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,152 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $285,472.

   13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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