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Disclosery

Falcon Wealth Planning: COST position timeline

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

Falcon Wealth Planning held 11,764 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,764 shares
    Change vs previous 13F +1,725 shares

    0.7% of the 13F portfolio, value $11,004,601.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 10,039 shares
    Change vs previous 13F -747 shares

    0.68% of the 13F portfolio, value $10,002,842.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 10,786 shares
    Change vs previous 13F +4,527 shares

    0.78% of the 13F portfolio, value $9,300,910.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 6,259 shares
    Change vs previous 13F +516 shares

    0.52% of the 13F portfolio, value $5,793,822.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 5,743 shares
    Change vs previous 13F -28 shares

    0.57% of the 13F portfolio, value $5,685,502.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 5,771 shares
    Change vs previous 13F -642 shares

    0.61% of the 13F portfolio, value $5,457,673.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 6,413 shares
    Change vs previous 13F +4,412 shares

    0.66% of the 13F portfolio, value $5,875,910.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 2,001 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,773,829.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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