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Disclosery

IFC Advisors LLC: COST position timeline

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

IFC Advisors LLC held 3,459 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,459 shares
    Change vs previous 13F +2 shares

    0.41% of the 13F portfolio, value $3,235,752.

    13F-HR 0002053348-26-000004 filed by IFC 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 3,457 shares
    Change vs previous 13F -5 shares

    0.49% of the 13F portfolio, value $3,445,049.

    13F-HR 0002053348-26-000003 filed by IFC 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 3,462 shares
    Change vs previous 13F +118 shares

    0.44% of the 13F portfolio, value $2,985,759.

    13F-HR 0002053348-26-000001 filed by IFC 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 3,344 shares
    Change vs previous 13F -1 shares

    0.57% of the 13F portfolio, value $3,095,030.

    13F-HR 0002053348-25-000006 filed by IFC 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 3,345 shares
    Change vs previous 13F +7 shares

    0.62% of the 13F portfolio, value $3,311,513.

    13F-HR 0002053348-25-000005 filed by IFC 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 3,338 shares
    Change vs previous 13F -18 shares

    0.66% of the 13F portfolio, value $3,157,170.

    13F-HR 0002053348-25-000003 filed by IFC 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 3,356 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,075,153.

    13F-HR 0002053348-25-000002 filed by IFC Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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