Skip to content
Disclosery

Helium Advisors LLC: COST position timeline

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

Helium Advisors LLC held 934 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 934 shares
    Change vs previous 13F +8 shares

    0.73% of the 13F portfolio, value $873,584.

    13F-HR 0002056653-26-000004 filed by Helium Advisors 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 926 shares
    Change vs previous 13F -1 shares

    0.88% of the 13F portfolio, value $922,387.

    13F-HR 0002056653-26-000003 filed by Helium Advisors 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 927 shares
    Change vs previous 13F -157 shares

    0.81% of the 13F portfolio, value $798,984.

    13F-HR 0002056653-26-000001 filed by Helium Advisors 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 1,084 shares
    Change vs previous 13F +18 shares

    0.84% of the 13F portfolio, value $1,003,767.

    13F-HR 0002056653-25-000005 filed by Helium Advisors 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 1,066 shares
    Change vs previous 13F -98 shares

    0.67% of the 13F portfolio, value $1,055,415.

    13F-HR 0002056653-25-000002 filed by Helium Advisors 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 1,164 shares
    Change vs previous 13F -33 shares

    0.8% of the 13F portfolio, value $1,100,868.

    13F-HR 0001510940-25-000001 filed by Helium Advisors 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 1,197 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,096,623.

    13F-HR 0002056653-25-000001 filed by Helium Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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