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Disclosery

Performance Wealth Partners, LLC: COST position timeline

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

Performance Wealth Partners, LLC held 67,210 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,210 shares
    Change vs previous 13F -197 shares

    1.56% of the 13F portfolio, value $62,872,726.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 67,407 shares
    Change vs previous 13F -421 shares

    1.95% of the 13F portfolio, value $67,166,769.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 67,828 shares
    Change vs previous 13F -2,430 shares

    1.59% of the 13F portfolio, value $58,490,952.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 70,258 shares
    Change vs previous 13F -663 shares

    1.81% of the 13F portfolio, value $65,032,872.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 70,921 shares
    Change vs previous 13F +577 shares

    2.25% of the 13F portfolio, value $70,207,193.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 70,344 shares
    Change vs previous 13F +1,531 shares

    2.38% of the 13F portfolio, value $66,530,346.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 68,813 shares
    Change vs previous 13F +1,833 shares

    2.03% of the 13F portfolio, value $63,050,872.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 66,980 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $59,379,239.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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