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Marietta Wealth Management, LLC: COST position timeline

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

Marietta Wealth Management, LLC held 15,942 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,942 shares
    Change vs previous 13F +232 shares

    1.54% of the 13F portfolio, value $14,913,404.

    13F-HR 0001697847-26-000006 filed by Marietta Wealth Management, 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 15,710 shares
    Change vs previous 13F +183 shares

    1.86% of the 13F portfolio, value $15,654,049.

    13F-HR 0001697847-26-000003 filed by Marietta 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 ended2025-12-31
    13F 15,527 shares
    Change vs previous 13F +560 shares

    1.55% of the 13F portfolio, value $13,389,708.

    13F-HR 0001697847-26-000002 filed by Marietta 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 ended2025-09-30
    13F 14,967 shares
    Change vs previous 13F +724 shares

    1.69% of the 13F portfolio, value $13,854,066.

    13F-HR 0001697847-25-000007 filed by Marietta 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 ended2025-06-30
    13F 14,243 shares
    Change vs previous 13F -126 shares

    1.84% of the 13F portfolio, value $14,099,748.

    13F-HR 0001697847-25-000005 filed by Marietta 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 ended2025-03-31
    13F 14,369 shares
    Change vs previous 13F +39 shares

    1.99% of the 13F portfolio, value $13,589,944.

    13F-HR 0001697847-25-000003 filed by Marietta 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 ended2024-12-31
    13F 14,330 shares
    Change vs previous 13F +217 shares

    1.88% of the 13F portfolio, value $13,130,179.

    13F-HR 0001697847-25-000002 filed by Marietta Wealth Management, 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 14,113 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $12,511,486.

    13F-HR 0001697847-24-000005 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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