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Disclosery

NewEdge Wealth, LLC: COST position timeline

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

NewEdge Wealth, LLC held 35,420 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,420 shares
    Change vs previous 13F +99 shares

    0.33% of the 13F portfolio, value $33,134,435.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 35,321 shares
    Change vs previous 13F +1,389 shares

    0.42% of the 13F portfolio, value $35,195,157.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 33,932 shares
    Change vs previous 13F +12,643 shares

    0.33% of the 13F portfolio, value $29,261,273.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 21,289 shares
    Change vs previous 13F +628 shares

    0.29% of the 13F portfolio, value $19,905,998.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 20,661 shares
    Change vs previous 13F -601 shares

    0.32% of the 13F portfolio, value $20,195,289.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 21,262 shares
    Change vs previous 13F -459 shares

    0.36% of the 13F portfolio, value $20,109,032.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 21,721 shares
    Change vs previous 13F +1,612 shares

    0.35% of the 13F portfolio, value $19,901,927.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 20,109 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $17,826,678.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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