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Disclosery

HB Wealth Management, LLC: COST position timeline

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

HB Wealth Management, LLC held 31,067 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,067 shares
    Change vs previous 13F +435 shares

    0.16% of the 13F portfolio, value $29,062,716.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
    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 30,632 shares
    Change vs previous 13F +3,235 shares

    0.2% of the 13F portfolio, value $30,523,331.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
    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 27,397 shares
    Change vs previous 13F +247 shares

    0.15% of the 13F portfolio, value $23,626,017.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 27,150 shares
    Change vs previous 13F +3,022 shares

    0.17% of the 13F portfolio, value $25,131,161.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,128 shares
    Change vs previous 13F -2,699 shares

    0.19% of the 13F portfolio, value $23,886,222.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 26,827 shares
    Change vs previous 13F +6,336 shares

    0.21% of the 13F portfolio, value $25,373,163.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    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 20,491 shares
    Change vs previous 13F +1,590 shares

    0.19% of the 13F portfolio, value $18,776,352.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,901 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $16,756,117.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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