Costello Asset Management, INC: PPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on PPL, newest first. How the timeline and the estimate are built.
Costello Asset Management, INC held 643 PPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 643 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $23,373.
13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 642 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $24,522.
13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 641 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $22,443.
13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 640 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $23,776.
13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 639 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $21,647.
13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 638 sharesChange vs previous 13F -21,832 shares
0.01% of the 13F portfolio, value $23,027.
13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,470 sharesChange vs previous 13F -1,565 shares
0.48% of the 13F portfolio, value $729,376.
13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24,035 sharesChange vs previous 13F not available
0.53% of the 13F portfolio, value $795,078.
13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).