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Grant Private Wealth Management Inc: COST position timeline

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

Grant Private Wealth Management Inc held 746 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 746 shares
    Change vs previous 13F -427 shares

    0.29% of the 13F portfolio, value $697,863.

    13F-HR 0001754960-26-000404 filed by Grant Private Wealth Management 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 1,173 shares
    Change vs previous 13F +679 shares

    0.62% of the 13F portfolio, value $1,168,801.

    13F-HR 0001754960-26-000241 filed by Grant Private Wealth Management 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 494 shares
    Change vs previous 13F -125 shares

    0.26% of the 13F portfolio, value $425,975.

    13F-HR 0001754960-26-000002 filed by Grant Private Wealth Management 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 619 shares
    Change vs previous 13F +130 shares

    0.35% of the 13F portfolio, value $572,930.

    13F-HR 0001754960-25-000636 filed by Grant Private Wealth Management 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 489 shares
    Change vs previous 13F -121 shares

    0.27% of the 13F portfolio, value $484,436.

    13F-HR 0001754960-25-000367 filed by Grant Private Wealth Management 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 610 shares
    Change vs previous 13F +61 shares

    0.62% of the 13F portfolio, value $576,926.

    13F-HR 0001754960-25-000206 filed by Grant Private Wealth Management 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 549 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $503,032.

    13F-HR 0001754960-25-000138 filed by Grant Private Wealth Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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