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Disclosery

Dakota Wealth Management: COST position timeline

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

Dakota Wealth Management held 49,845 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,845 shares
    Change vs previous 13F -3,991 shares

    0.89% of the 13F portfolio, value $46,628,579.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 53,836 shares
    Change vs previous 13F +2,790 shares

    1.16% of the 13F portfolio, value $53,643,938.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 51,046 shares
    Change vs previous 13F -2,057 shares

    0.78% of the 13F portfolio, value $44,018,947.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 53,103 shares
    Change vs previous 13F -1,836 shares

    0.99% of the 13F portfolio, value $49,153,670.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 54,939 shares
    Change vs previous 13F -1,181 shares

    1.15% of the 13F portfolio, value $54,386,431.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 56,120 shares
    Change vs previous 13F +109 shares

    1.24% of the 13F portfolio, value $53,077,089.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 56,011 shares
    Change vs previous 13F -12 shares

    1.18% of the 13F portfolio, value $51,321,342.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 56,023 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $49,665,379.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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