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Disclosery

KWB Wealth: COST position timeline

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

KWB Wealth held 2,109 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,109 shares
    Change vs previous 13F -12 shares

    0.17% of the 13F portfolio, value $1,973,040.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 2,121 shares
    Change vs previous 13F +71 shares

    0.18% of the 13F portfolio, value $1,829,038.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 2,050 shares
    Change vs previous 13F +75 shares

    0.17% of the 13F portfolio, value $1,767,381.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 1,975 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $1,955,010.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 1,973 shares
    Change vs previous 13F -17 shares

    0.23% of the 13F portfolio, value $1,866,406.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 1,990 shares
    Change vs previous 13F +249 shares

    0.22% of the 13F portfolio, value $1,823,484.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 1,741 shares
    Change vs previous 13F -54 shares

    0.19% of the 13F portfolio, value $1,543,136.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 1,795 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,525,574.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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