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Disclosery

Laidlaw Wealth Management LLC: COST position timeline

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

Laidlaw Wealth Management LLC held 0 COST shares at 2026-03-31 per its 13F-HR filed 2026-05-06.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -272 shares

    13F-HR 0001800608-26-000002 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 272 shares
    Change vs previous 13F -622 shares

    0.73% of the 13F portfolio, value $234,556.

    13F-HR 0001800608-26-000001 filed by Laidlaw 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 ended2025-09-30
    13F 894 shares
    Change vs previous 13F +38 shares

    1.97% of the 13F portfolio, value $827,550.

    13F-HR 0001800608-25-000006 filed by Laidlaw 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 ended2025-06-30
    13F 856 shares
    Change vs previous 13F -78 shares

    2.44% of the 13F portfolio, value $847,408.

    13F-HR 0001800608-25-000003 filed by Laidlaw 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 ended2025-03-31
    13F 934 shares
    Change vs previous 13F -672 shares

    2.63% of the 13F portfolio, value $883,359.

    13F-HR 0001800608-25-000002 filed by Laidlaw 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 ended2024-12-31
    13F 1,606 shares
    Change vs previous 13F +99 shares

    0.64% of the 13F portfolio, value $1,471,530.

    13F-HR 0001800608-25-000001 filed by Laidlaw 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 ended2024-09-30
    13F 1,507 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,335,986.

    13F-HR 0001800608-24-000005 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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