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Disclosery

CX Institutional: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CX Institutional on COST, newest first. How the timeline and the estimate are built.

CX Institutional held 7,152 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,152 shares
    Change vs previous 13F +266 shares

    0.18% of the 13F portfolio, value $6,510,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,886 shares
    Change vs previous 13F -2,036 shares

    0.19% of the 13F portfolio, value $6,441,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,922 shares
    Change vs previous 13F -149 shares

    0.27% of the 13F portfolio, value $8,891,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,071 shares
    Change vs previous 13F -3,165 shares

    0.23% of the 13F portfolio, value $7,823,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,236 shares
    Change vs previous 13F +5,172 shares

    0.34% of the 13F portfolio, value $11,326,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 7,064 shares
    Change vs previous 13F -149 shares

    0.24% of the 13F portfolio, value $6,993,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,213 shares
    Change vs previous 13F -413 shares

    0.26% of the 13F portfolio, value $6,822,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,626 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $6,987,487.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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