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IMS Capital Management: COST position timeline

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

IMS Capital Management held 3,871 COST shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,871 shares
    Change vs previous 13F -33 shares

    1.65% of the 13F portfolio, value $3,583,085.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,904 shares
    Change vs previous 13F -133 shares

    1.8% of the 13F portfolio, value $3,864,422.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,037 shares
    Change vs previous 13F +312 shares

    1.93% of the 13F portfolio, value $3,818,521.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,725 shares
    Change vs previous 13F -91 shares

    1.58% of the 13F portfolio, value $3,413,319.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,816 shares
    Change vs previous 13F +22 shares

    1.52% of the 13F portfolio, value $3,382,970.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 3,794 shares
    Change vs previous 13F +252 shares

    1.55% of the 13F portfolio, value $3,324,312.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 3,542 shares
    Change vs previous 13F +93 shares

    1.21% of the 13F portfolio, value $2,594,617.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 3,449 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,276,794.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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