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Disclosery

Leeward Financial Partners, LLC: COST position timeline

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

Leeward Financial Partners, LLC held 9,094 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,094 shares
    Change vs previous 13F -711 shares

    2.23% of the 13F portfolio, value $8,507,352.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, 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 9,805 shares
    Change vs previous 13F -212 shares

    2.91% of the 13F portfolio, value $9,770,189.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, 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 10,017 shares
    Change vs previous 13F +1,503 shares

    2.43% of the 13F portfolio, value $8,638,121.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, 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 8,514 shares
    Change vs previous 13F +715 shares

    2.24% of the 13F portfolio, value $7,880,792.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, 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 7,799 shares
    Change vs previous 13F +2,505 shares

    2.45% of the 13F portfolio, value $7,720,430.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, 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 5,294 shares
    Change vs previous 13F +343 shares

    1.87% of the 13F portfolio, value $5,006,772.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, 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 4,951 shares
    Change vs previous 13F +3,392 shares

    1.62% of the 13F portfolio, value $4,536,633.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, 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 1,559 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,381,677.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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