Oakmont Advisory Group, LLC: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oakmont Advisory Group, LLC on COST, newest first. How the timeline and the estimate are built.
Oakmont Advisory Group, LLC held 540 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 540 sharesChange vs previous 13F -264 shares
0.42% of the 13F portfolio, value $504,798.
13F-HR 0002115370-26-000008 filed by Oakmont Advisory Group, 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 804 sharesChange vs previous 13F +81 shares
0.82% of the 13F portfolio, value $801,387.
13F-HR 0002085853-26-000586 filed by Oakmont Advisory Group, 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 723 sharesChange vs previous 13F not available
0.67% of the 13F portfolio, value $623,334.
13F-HR 0002085853-26-000579 filed by Oakmont Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).