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Monterey Private Wealth, Inc.: COST position timeline

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

Monterey Private Wealth, Inc. held 4,036 COST shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 4,036 shares
    Change vs previous 13F +50 shares

    1.12% of the 13F portfolio, value $3,817,563.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 3,986 shares
    Change vs previous 13F +34 shares

    1.2% of the 13F portfolio, value $3,652,253.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 3,952 shares
    Change vs previous 13F -4 shares

    1.19% of the 13F portfolio, value $3,503,825.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 3,956 shares
    Change vs previous 13F +21 shares

    1.26% of the 13F portfolio, value $3,362,170.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 3,935 shares
    Change vs previous 13F +7 shares

    1.16% of the 13F portfolio, value $2,883,211.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 3,928 shares
    Change vs previous 13F -24 shares

    1.17% of the 13F portfolio, value $2,593,123.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 3,952 shares
    Change vs previous 13F +13 shares

    1.12% of the 13F portfolio, value $2,232,609.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 3,939 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,120,644.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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