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Financial & Tax Architects, LLC: COST position timeline

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

Financial & Tax Architects, LLC held 344 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 344 shares
    Change vs previous 13F -2,197 shares

    0.06% of the 13F portfolio, value $313,163.

    13F-HR 0001758543-26-000006 filed by Financial & Tax Architects, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,541 shares
    Change vs previous 13F +112 shares

    0.5% of the 13F portfolio, value $2,377,072.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 2,429 shares
    Change vs previous 13F +35 shares

    0.54% of the 13F portfolio, value $2,420,412.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 2,394 shares
    Change vs previous 13F +373 shares

    0.46% of the 13F portfolio, value $2,064,583.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 2,021 shares
    Change vs previous 13F +371 shares

    0.41% of the 13F portfolio, value $1,870,831.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 1,650 shares
    Change vs previous 13F +51 shares

    0.4% of the 13F portfolio, value $1,633,532.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 1,599 shares
    Change vs previous 13F -146 shares

    0.38% of the 13F portfolio, value $1,512,746.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 1,745 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,599,211.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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