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Disclosery

McBroom & Associates, LLC: COST position timeline

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

McBroom & Associates, LLC held 10,453 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,453 shares
    Change vs previous 13F -136 shares

    4.92% of the 13F portfolio, value $9,778,468.

    13F-HR 0001754960-26-000672 filed by McBroom & Associates, 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 10,589 shares
    Change vs previous 13F -912 shares

    5.88% of the 13F portfolio, value $10,551,197.

    13F-HR 0001754960-26-000309 filed by McBroom & Associates, 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 11,501 shares
    Change vs previous 13F -26 shares

    4.82% of the 13F portfolio, value $9,917,772.

    13F-HR 0001754960-26-000090 filed by McBroom & Associates, 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 11,527 shares
    Change vs previous 13F -140 shares

    5.07% of the 13F portfolio, value $10,669,737.

    13F-HR 0001754960-25-000722 filed by McBroom & Associates, 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 11,667 shares
    Change vs previous 13F 0 shares

    6.31% of the 13F portfolio, value $11,034,415.

    13F-HR 0001754960-25-000534 filed by McBroom & Associates, 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 11,667 shares
    Change vs previous 13F +12 shares

    6.31% of the 13F portfolio, value $11,034,415.

    13F-HR 0001754960-25-000213 filed by McBroom & Associates, 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 11,655 shares
    Change vs previous 13F +71 shares

    6.04% of the 13F portfolio, value $10,679,127.

    13F-HR 0001754960-25-000083 filed by McBroom & Associates, 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 11,584 shares
    Change vs previous 13F not available

    6.28% of the 13F portfolio, value $10,269,448.

    13F-HR 0001754960-24-000513 filed by McBroom & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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