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Disclosery

Finivi Inc.: COST position timeline

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

Finivi Inc. held 4,128 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,128 shares
    Change vs previous 13F +84 shares

    1.98% of the 13F portfolio, value $3,861,812.

    13F-HR 0002085853-26-000668 filed by Finivi Inc.
    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 4,044 shares
    Change vs previous 13F +362 shares

    2.2% of the 13F portfolio, value $4,029,514.

    13F-HR 0002085853-26-000338 filed by Finivi Inc.
    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 3,682 shares
    Change vs previous 13F -44 shares

    1.84% of the 13F portfolio, value $3,174,984.

    13F-HR 0002085853-26-000104 filed by Finivi Inc.
    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 3,726 shares
    Change vs previous 13F +76 shares

    2.2% of the 13F portfolio, value $3,448,782.

    13F-HR 0002085853-25-000310 filed by Finivi Inc.
    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 3,650 shares
    Change vs previous 13F +74 shares

    2.45% of the 13F portfolio, value $3,613,293.

    13F-HR 0002085853-25-000309 filed by Finivi Inc.
    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 3,576 shares
    Change vs previous 13F +93 shares

    2.72% of the 13F portfolio, value $3,382,259.

    13F-HR 0002085853-25-000308 filed by Finivi Inc.
    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 3,483 shares
    Change vs previous 13F +9 shares

    2.55% of the 13F portfolio, value $3,191,248.

    13F-HR 0002085853-25-000307 filed by Finivi Inc.
    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 3,474 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $3,079,904.

    13F-HR 0002085853-25-000306 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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