Evanson Asset Management, LLC: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evanson Asset Management, LLC on COST, newest first. How the timeline and the estimate are built.
Evanson Asset Management, LLC held 828 COST shares at 2026-03-31 per its 13F-HR filed 2026-04-08.
the latest 13F is the newest step
- period ended2026-03-3113F 828 sharesChange vs previous 13F -17 shares
0.04% of the 13F portfolio, value $825,308.
13F-HR 0001626379-26-000002 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 845 sharesChange vs previous 13F +191 shares
0.04% of the 13F portfolio, value $728,848.
13F-HR 0001626379-26-000001 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 654 sharesChange vs previous 13F -792 shares
0.03% of the 13F portfolio, value $605,477.
13F-HR 0001085146-25-005927 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,446 sharesChange vs previous 13F +819 shares
0.09% of the 13F portfolio, value $1,431,507.
13F-HR 0001085146-25-003862 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 627 sharesChange vs previous 13F -120 shares
0.04% of the 13F portfolio, value $592,993.
13F-HR 0001085146-25-002223 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 747 sharesChange vs previous 13F -21 shares
0.05% of the 13F portfolio, value $684,390.
13F-HR 0001085146-25-000238 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 768 sharesChange vs previous 13F +2 shares
0.05% of the 13F portfolio, value $681,104.
13F-HR 0001085146-24-004669 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 766 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $651,255.
13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).