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Independent Advisor Alliance: COST position timeline

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

Independent Advisor Alliance held 24,635 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,635 shares
    Change vs previous 13F -110 shares

    0.54% of the 13F portfolio, value $23,044,712.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 24,745 shares
    Change vs previous 13F -1,311 shares

    0.26% of the 13F portfolio, value $24,656,946.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 26,056 shares
    Change vs previous 13F -6,173 shares

    0.55% of the 13F portfolio, value $22,468,746.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 32,229 shares
    Change vs previous 13F -686 shares

    0.78% of the 13F portfolio, value $29,831,991.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 32,915 shares
    Change vs previous 13F -2,059 shares

    0.94% of the 13F portfolio, value $32,583,437.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 34,974 shares
    Change vs previous 13F -151 shares

    1.09% of the 13F portfolio, value $33,078,118.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 35,125 shares
    Change vs previous 13F +2,144 shares

    0.43% of the 13F portfolio, value $32,184,360.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 32,981 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $29,237,790.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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