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Generate Investment Management Ltd: COST position timeline

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

Generate Investment Management Ltd held 1,489 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,489 shares
    Change vs previous 13F -14,664 shares

    0.05% of the 13F portfolio, value $1,355,496.

    13F-HR 0002025905-26-000007 filed by Generate Investment Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,153 shares
    Change vs previous 13F +15,543 shares

    0.62% of the 13F portfolio, value $15,110,647.

    13F-HR 0002025905-26-000004 filed by Generate Investment Management Ltd
    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 610 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $607,822.

    13F-HR 0002025905-26-000003 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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