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Disclosery

Independent Family Office, LLC: COST position timeline

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

Independent Family Office, LLC held 742 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 742 shares
    Change vs previous 13F -282 shares

    0.28% of the 13F portfolio, value $694,119.

    13F-HR 0001951757-26-001227 filed by Independent Family Office, 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 1,024 shares
    Change vs previous 13F +387 shares

    0.42% of the 13F portfolio, value $1,020,344.

    13F-HR 0001951757-26-000873 filed by Independent Family Office, 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 637 shares
    Change vs previous 13F +82 shares

    0.23% of the 13F portfolio, value $549,311.

    13F-HR 0001951757-26-000462 filed by Independent Family Office, 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 555 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $513,725.

    13F-HR 0001951757-25-001422 filed by Independent Family Office, 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 555 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $549,417.

    13F-HR 0001951757-25-001072 filed by Independent Family Office, 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 555 shares
    Change vs previous 13F -15 shares

    0.28% of the 13F portfolio, value $524,908.

    13F-HR 0001951757-25-000549 filed by Independent Family Office, 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 570 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $522,274.

    13F-HR 0001951757-25-000227 filed by Independent Family Office, 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 570 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $499,224.

    13F-HR 0001951757-24-001205 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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