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KELLY LAWRENCE W & ASSOCIATES INC/CA: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLY LAWRENCE W & ASSOCIATES INC/CA on COST, newest first. How the timeline and the estimate are built.

KELLY LAWRENCE W & ASSOCIATES INC/CA held 23,978 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,978 shares
    Change vs previous 13F -345 shares

    4.79% of the 13F portfolio, value $22,430,651.

    13F-HR 0000920441-26-000003 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 24,323 shares
    Change vs previous 13F -135 shares

    6.74% of the 13F portfolio, value $24,236,115.

    13F-HR 0000920441-26-000002 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 24,458 shares
    Change vs previous 13F -160 shares

    5.13% of the 13F portfolio, value $21,091,067.

    13F-HR 0000920441-26-000001 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 24,618 shares
    Change vs previous 13F -116 shares

    5.52% of the 13F portfolio, value $22,787,112.

    13F-HR 0000920441-25-000008 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 24,734 shares
    Change vs previous 13F -841 shares

    6.42% of the 13F portfolio, value $24,485,125.

    13F-HR 0000920441-25-000007 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 25,575 shares
    Change vs previous 13F -55 shares

    5.88% of the 13F portfolio, value $24,188,274.

    13F-HR 0000920441-25-000005 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 25,630 shares
    Change vs previous 13F -290 shares

    5.48% of the 13F portfolio, value $23,483,953.

    13F-HR 0000920441-25-000002 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    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 25,920 shares
    Change vs previous 13F not available

    5.18% of the 13F portfolio, value $22,978,552.

    13F-HR 0000920441-24-000004 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
    Filed (acceptance time not in the bulk data set), ingested

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