NewEdge Advisors, LLC: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on COST, newest first. How the timeline and the estimate are built.
NewEdge Advisors, LLC held 155,824 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 155,824 sharesChange vs previous 13F +2,874 shares
0.43% of the 13F portfolio, value $145,767,161.
13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 152,950 sharesChange vs previous 13F -1,394 shares
0.55% of the 13F portfolio, value $152,403,290.
13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 154,344 sharesChange vs previous 13F +62,750 shares
0.48% of the 13F portfolio, value $133,096,966.
13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 91,594 sharesChange vs previous 13F +4,168 shares
0.39% of the 13F portfolio, value $84,781,570.
13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 87,426 sharesChange vs previous 13F +922 shares
0.45% of the 13F portfolio, value $86,546,863.
13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 86,504 sharesChange vs previous 13F +2,230 shares
0.49% of the 13F portfolio, value $81,814,213.
13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 84,274 sharesChange vs previous 13F +1,687 shares
0.46% of the 13F portfolio, value $77,217,447.
13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 82,587 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $73,215,716.
13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).