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Disclosery

Financial Advocates Investment Management: COST position timeline

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

Financial Advocates Investment Management held 588 COST shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 588 shares
    Change vs previous 13F -3,701 shares

    0.31% of the 13F portfolio, value $543,951.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 4,289 shares
    Change vs previous 13F -3,328 shares

    0.35% of the 13F portfolio, value $4,246,244.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 7,617 shares
    Change vs previous 13F -2,759 shares

    0.51% of the 13F portfolio, value $7,203,896.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 10,376 shares
    Change vs previous 13F -182 shares

    0.54% of the 13F portfolio, value $9,507,405.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 10,558 shares
    Change vs previous 13F -56 shares

    0.53% of the 13F portfolio, value $9,360,072.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 10,614 shares
    Change vs previous 13F -1,271 shares

    0.56% of the 13F portfolio, value $9,021,426.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 11,885 shares
    Change vs previous 13F -200 shares

    0.51% of the 13F portfolio, value $8,707,249.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 12,085 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $7,976,541.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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