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Hoffman, Alan N Investment Management: COST position timeline

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

Hoffman, Alan N Investment Management held 8,346 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,346 shares
    Change vs previous 13F -77 shares

    4.61% of the 13F portfolio, value $7,807,433.

    13F-HR 0001754960-26-000456 filed by Hoffman, Alan N Investment Management
    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 8,423 shares
    Change vs previous 13F -160 shares

    5.54% of the 13F portfolio, value $8,392,930.

    13F-HR 0001754960-26-000204 filed by Hoffman, Alan N Investment Management
    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 8,583 shares
    Change vs previous 13F -2,961 shares

    4.17% of the 13F portfolio, value $7,401,464.

    13F-HR 0001754960-26-000004 filed by Hoffman, Alan N Investment Management
    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 11,544 shares
    Change vs previous 13F +28 shares

    4.66% of the 13F portfolio, value $10,685,473.

    13F-HR 0001754960-25-000646 filed by Hoffman, Alan N Investment Management
    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 11,516 shares
    Change vs previous 13F -6 shares

    5.62% of the 13F portfolio, value $11,400,149.

    13F-HR 0001754960-25-000519 filed by Hoffman, Alan N Investment Management
    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 11,522 shares
    Change vs previous 13F +65 shares

    5.62% of the 13F portfolio, value $10,897,277.

    13F-HR 0001754960-25-000161 filed by Hoffman, Alan N Investment Management
    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 11,457 shares
    Change vs previous 13F -332 shares

    4.74% of the 13F portfolio, value $10,497,705.

    13F-HR 0001754960-25-000016 filed by Hoffman, Alan N Investment Management
    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 11,789 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $10,451,184.

    13F-HR 0001754960-24-000474 filed by Hoffman, Alan N Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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