Costello Asset Management, INC: QXO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on QXO, newest first. How the timeline and the estimate are built.
Costello Asset Management, INC held 263,665 QXO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 263,665 sharesChange vs previous 13F +14,710 shares
1.37% of the 13F portfolio, value $4,556,131.
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 248,955 sharesChange vs previous 13F +15,575 shares
1.67% of the 13F portfolio, value $4,834,706.
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 233,380 sharesChange vs previous 13F -5,730 shares
1.49% of the 13F portfolio, value $4,501,900.
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 239,110 sharesChange vs previous 13F +111,340 shares
1.53% of the 13F portfolio, value $4,557,437.
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 127,770 sharesChange vs previous 13F +107,570 shares
1.03% of the 13F portfolio, value $2,752,166.
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 20,200 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $273,508.
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).