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PFW Advisors LLC: COST position timeline

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

PFW Advisors LLC held 1,993 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,993 shares
    Change vs previous 13F -8 shares

    0.54% of the 13F portfolio, value $1,814,308.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,001 shares
    Change vs previous 13F -38 shares

    0.55% of the 13F portfolio, value $1,871,875.

    13F-HR 0001989744-26-000003 filed by PFW 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 ended2026-03-31
    13F 2,039 shares
    Change vs previous 13F -2 shares

    0.64% of the 13F portfolio, value $2,031,721.

    13F-HR 0001989744-26-000002 filed by PFW 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 ended2025-12-31
    13F 2,041 shares
    Change vs previous 13F -113 shares

    0.53% of the 13F portfolio, value $1,760,036.

    13F-HR 0001989744-26-000001 filed by PFW 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 ended2025-09-30
    13F 2,154 shares
    Change vs previous 13F +88 shares

    0.59% of the 13F portfolio, value $1,993,807.

    13F-HR 0001989744-25-000005 filed by PFW 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 ended2025-06-30
    13F 2,066 shares
    Change vs previous 13F -120 shares

    0.63% of the 13F portfolio, value $2,045,216.

    13F-HR 0001989744-25-000004 filed by PFW 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 ended2025-03-31
    13F 2,186 shares
    Change vs previous 13F -59 shares

    0.65% of the 13F portfolio, value $2,067,475.

    13F-HR 0001989744-25-000002 filed by PFW 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 ended2024-12-31
    13F 2,245 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,057,026.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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