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Mutual Advisors, LLC: COST position timeline

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

Mutual Advisors, LLC held 24,136 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,136 shares
    Change vs previous 13F +309 shares

    0.43% of the 13F portfolio, value $22,578,839.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 23,827 shares
    Change vs previous 13F +3,710 shares

    0.51% of the 13F portfolio, value $23,741,625.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 20,117 shares
    Change vs previous 13F +491 shares

    0.37% of the 13F portfolio, value $17,347,778.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 19,626 shares
    Change vs previous 13F +1,518 shares

    0.41% of the 13F portfolio, value $18,488,330.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 18,108 shares
    Change vs previous 13F +1,143 shares

    0.42% of the 13F portfolio, value $16,939,964.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 16,965 shares
    Change vs previous 13F +1,333 shares

    0.47% of the 13F portfolio, value $16,577,558.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 15,632 shares
    Change vs previous 13F -230 shares

    0.42% of the 13F portfolio, value $14,377,493.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 15,862 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $14,171,508.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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