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Disclosery

ENZI WEALTH: COST position timeline

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

ENZI WEALTH held 751 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 751 shares
    Change vs previous 13F -1 shares

    0.22% of the 13F portfolio, value $692,542.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 752 shares
    Change vs previous 13F +3 shares

    0.26% of the 13F portfolio, value $749,634.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 749 shares
    Change vs previous 13F -2 shares

    0.25% of the 13F portfolio, value $712,575.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 751 shares
    Change vs previous 13F -297 shares

    0.24% of the 13F portfolio, value $695,411.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 1,048 shares
    Change vs previous 13F -4 shares

    0.37% of the 13F portfolio, value $1,017,176.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 1,052 shares
    Change vs previous 13F +5 shares

    0.42% of the 13F portfolio, value $1,026,464.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 1,047 shares
    Change vs previous 13F +2 shares

    0.38% of the 13F portfolio, value $989,341.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 1,045 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $930,013.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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