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Disclosery

Fiduciary Alliance LLC: COST position timeline

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

Fiduciary Alliance LLC held 7,406 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,406 shares
    Change vs previous 13F -535 shares

    0.51% of the 13F portfolio, value $6,742,203.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,941 shares
    Change vs previous 13F -658 shares

    0.5% of the 13F portfolio, value $7,428,866.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    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 8,599 shares
    Change vs previous 13F -791 shares

    0.51% of the 13F portfolio, value $8,467,524.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    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 9,390 shares
    Change vs previous 13F +215 shares

    0.53% of the 13F portfolio, value $8,097,581.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    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 9,175 shares
    Change vs previous 13F -661 shares

    0.57% of the 13F portfolio, value $8,492,331.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    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 9,836 shares
    Change vs previous 13F -328 shares

    0.73% of the 13F portfolio, value $9,737,367.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    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 10,164 shares
    Change vs previous 13F +1,962 shares

    0.94% of the 13F portfolio, value $9,613,139.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    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 8,202 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $7,515,112.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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