Skip to content

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

  1. period ended2026-06-30
    13F 155,824 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F/A 152,950 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 154,344 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 91,594 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 87,426 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 86,504 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 84,274 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 82,587 shares
    Change 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), ingested

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