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Disclosery

HCR Wealth Advisors: COST position timeline

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

HCR Wealth Advisors held 8,541 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,541 shares
    Change vs previous 13F +1 shares

    0.72% of the 13F portfolio, value $7,990,704.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 8,540 shares
    Change vs previous 13F -80 shares

    0.88% of the 13F portfolio, value $8,510,280.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 8,620 shares
    Change vs previous 13F +258 shares

    0.74% of the 13F portfolio, value $7,433,830.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 8,362 shares
    Change vs previous 13F +371 shares

    0.79% of the 13F portfolio, value $7,666,384.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 7,991 shares
    Change vs previous 13F +112 shares

    0.93% of the 13F portfolio, value $7,910,852.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 7,879 shares
    Change vs previous 13F -88 shares

    0.97% of the 13F portfolio, value $7,451,822.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 7,967 shares
    Change vs previous 13F -66 shares

    0.91% of the 13F portfolio, value $7,300,694.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 8,033 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $7,121,982.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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