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Disclosery

Keebeck Wealth Management: COST position timeline

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

Keebeck Wealth Management held 3,441 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 3,441 shares
    Change vs previous 13F +317 shares

    0.31% of the 13F portfolio, value $3,218,952.

    13F-HR 0001172661-26-003296 filed by Keebeck Wealth Management
    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 3,124 shares
    Change vs previous 13F +344 shares

    0.35% of the 13F portfolio, value $3,112,847.

    13F-HR 0001172661-26-001942 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,780 shares
    Change vs previous 13F +69 shares

    0.28% of the 13F portfolio, value $2,397,305.

    13F-HR 0001172661-26-000927 filed by Keebeck Wealth Management
    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 2,711 shares
    Change vs previous 13F +47 shares

    0.3% of the 13F portfolio, value $2,509,611.

    13F-HR 0001172661-25-004934 filed by Keebeck Wealth Management
    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 2,664 shares
    Change vs previous 13F +69 shares

    0.35% of the 13F portfolio, value $2,637,200.

    13F-HR 0001172661-25-003388 filed by Keebeck Wealth Management
    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 2,595 shares
    Change vs previous 13F +70 shares

    0.36% of the 13F portfolio, value $2,454,299.

    13F-HR 0001172661-25-001975 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,525 shares
    Change vs previous 13F +8 shares

    0.33% of the 13F portfolio, value $2,313,582.

    13F-HR 0001172661-25-000854 filed by Keebeck Wealth Management
    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 2,517 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,231,371.

    13F-HR 0001172661-24-004848 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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