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Marshall & Sterling Wealth Advisors Inc.: COST position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 613 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 613 shares
    Change vs previous 13F +61 shares

    0.34% of the 13F portfolio, value $573,841.

    13F-HR 0002056315-26-000003 filed by Marshall & Sterling Wealth Advisors Inc.
    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 552 shares
    Change vs previous 13F -65 shares

    0.36% of the 13F portfolio, value $549,751.

    13F-HR 0002056315-26-000002 filed by Marshall & Sterling Wealth Advisors Inc.
    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 617 shares
    Change vs previous 13F +9 shares

    0.35% of the 13F portfolio, value $532,125.

    13F-HR 0002056315-26-000001 filed by Marshall & Sterling Wealth Advisors Inc.
    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 608 shares
    Change vs previous 13F +3 shares

    0.35% of the 13F portfolio, value $550,198.

    13F-HR 0002056315-25-000011 filed by Marshall & Sterling Wealth Advisors Inc.
    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 605 shares
    Change vs previous 13F +1 shares

    0.4% of the 13F portfolio, value $585,597.

    13F-HR 0002056519-25-000006 filed by Marshall & Sterling Wealth Advisors Inc.
    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 604 shares
    Change vs previous 13F -42 shares

    0.39% of the 13F portfolio, value $571,485.

    13F-HR 0002056315-25-000009 filed by Marshall & Sterling Wealth Advisors Inc.
    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 646 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $591,640.

    13F-HR 0002056315-25-000001 filed by Marshall & Sterling Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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