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Institute for Wealth Management, LLC.: COST position timeline

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

Institute for Wealth Management, LLC. held 8,589 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,589 shares
    Change vs previous 13F +17 shares

    0.71% of the 13F portfolio, value $8,034,402.

    13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, 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 8,572 shares
    Change vs previous 13F -520 shares

    0.92% of the 13F portfolio, value $8,541,784.

    13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, 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 9,092 shares
    Change vs previous 13F -97 shares

    0.83% of the 13F portfolio, value $7,840,542.

    13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, 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 9,189 shares
    Change vs previous 13F -27 shares

    0.89% of the 13F portfolio, value $8,505,781.

    13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, 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 9,216 shares
    Change vs previous 13F -286 shares

    1.02% of the 13F portfolio, value $9,123,699.

    13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, 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 9,502 shares
    Change vs previous 13F -126 shares

    1.16% of the 13F portfolio, value $8,987,006.

    13F-HR 0001667731-25-000461 filed by Institute for Wealth Management, 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 9,628 shares
    Change vs previous 13F -98 shares

    1.11% of the 13F portfolio, value $8,821,866.

    13F-HR 0001667731-25-000105 filed by Institute for Wealth Management, 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 9,726 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $8,622,458.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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