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HFR Wealth Management, LLC: COST position timeline

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

HFR Wealth Management, LLC held 17,850 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,850 shares
    Change vs previous 13F -457 shares

    4.08% of the 13F portfolio, value $16,698,152.

    13F-HR 0001877822-26-000006 filed by HFR 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 18,307 shares
    Change vs previous 13F -402 shares

    4.48% of the 13F portfolio, value $18,241,460.

    13F-HR 0001877822-26-000004 filed by HFR 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 18,709 shares
    Change vs previous 13F -26 shares

    3.81% of the 13F portfolio, value $16,133,200.

    13F-HR 0001877822-26-000002 filed by HFR 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 18,735 shares
    Change vs previous 13F -82 shares

    3.98% of the 13F portfolio, value $17,342,015.

    13F-HR 0001877822-25-000011 filed by HFR 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 18,817 shares
    Change vs previous 13F -15 shares

    4.5% of the 13F portfolio, value $18,628,061.

    13F-HR 0001877822-25-000006 filed by HFR 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 18,832 shares
    Change vs previous 13F -251 shares

    4.34% of the 13F portfolio, value $17,811,273.

    13F-HR 0001877822-25-000004 filed by HFR 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 19,083 shares
    Change vs previous 13F -82 shares

    4.32% of the 13F portfolio, value $17,485,514.

    13F-HR 0001877822-25-000002 filed by HFR 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 19,165 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $16,990,478.

    13F-HR 0001877822-24-000008 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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