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Disclosery

Costello Asset Management, INC: WY position timeline

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

Costello Asset Management, INC held 1,689 WY 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 1,689 shares
    Change vs previous 13F -109 shares

    0.01% of the 13F portfolio, value $40,433.

    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 1,798 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $43,928.

    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 1,797 shares
    Change vs previous 13F +976 shares

    0.01% of the 13F portfolio, value $42,565.

    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 821 shares
    Change vs previous 13F -267 shares

    0.01% of the 13F portfolio, value $20,363.

    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 1,088 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $27,950.

    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 1,085 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $31,761.

    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).