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Patriot Financial Group Insurance Agency, LLC: COST position timeline

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

Patriot Financial Group Insurance Agency, LLC held 3,362 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,362 shares
    Change vs previous 13F -4,062 shares

    0.29% of the 13F portfolio, value $3,060,453.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,424 shares
    Change vs previous 13F -6,434 shares

    0.71% of the 13F portfolio, value $6,944,903.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,858 shares
    Change vs previous 13F +8,032 shares

    0.78% of the 13F portfolio, value $13,809,314.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,826 shares
    Change vs previous 13F -925 shares

    0.6% of the 13F portfolio, value $5,024,025.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,751 shares
    Change vs previous 13F +2,487 shares

    0.8% of the 13F portfolio, value $6,248,907.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,264 shares
    Change vs previous 13F +299 shares

    0.48% of the 13F portfolio, value $4,221,527.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,965 shares
    Change vs previous 13F +185 shares

    0.5% of the 13F portfolio, value $3,749,890.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,780 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,463,699.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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