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Disclosery

GDS Wealth Management: COST position timeline

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

GDS Wealth Management held 20,419 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,419 shares
    Change vs previous 13F +5,799 shares

    0.91% of the 13F portfolio, value $19,101,362.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 14,620 shares
    Change vs previous 13F +1,410 shares

    0.88% of the 13F portfolio, value $14,567,807.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 13,210 shares
    Change vs previous 13F +1,083 shares

    0.71% of the 13F portfolio, value $11,391,511.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 12,127 shares
    Change vs previous 13F +1,472 shares

    0.74% of the 13F portfolio, value $11,225,115.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 10,655 shares
    Change vs previous 13F +2,405 shares

    0.77% of the 13F portfolio, value $10,547,811.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 8,250 shares
    Change vs previous 13F +2,440 shares

    0.67% of the 13F portfolio, value $7,802,685.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,810 shares
    Change vs previous 13F +4,660 shares

    0.49% of the 13F portfolio, value $5,323,529.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 1,150 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,019,498.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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