Litman Gregory Wealth Management LLC: COST position timeline

Litman Gregory Wealth Management LLC held 184 COST shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 184 shares

   Change vs previous 13F +184 shares

   0.01% of the 13F portfolio, value $158,671.

   13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -220 shares

   13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

3. period ended2025-06-30

   13F 220 shares

   Change vs previous 13F +2 shares

   0.02% of the 13F portfolio, value $217,787.

   13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 218 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $206,181.

   13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 218 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $199,747.

   13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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