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Disclosery

Principle Wealth Partners LLC: COST position timeline

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

Principle Wealth Partners LLC held 6,246 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 6,246 shares
    Change vs previous 13F +41 shares

    0.29% of the 13F portfolio, value $5,842,978.

    13F-HR 0001951757-26-001184 filed by Principle 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 6,205 shares
    Change vs previous 13F -45 shares

    0.35% of the 13F portfolio, value $6,182,845.

    13F-HR 0001951757-26-000791 filed by Principle 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 6,250 shares
    Change vs previous 13F +241 shares

    0.3% of the 13F portfolio, value $5,389,300.

    13F-HR 0001951757-26-000397 filed by Principle 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 6,009 shares
    Change vs previous 13F -34 shares

    0.32% of the 13F portfolio, value $5,562,561.

    13F-HR 0001951757-25-001250 filed by Principle 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 6,043 shares
    Change vs previous 13F +498 shares

    0.37% of the 13F portfolio, value $5,982,657.

    13F-HR 0001951757-25-001006 filed by Principle 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 5,545 shares
    Change vs previous 13F -190 shares

    0.37% of the 13F portfolio, value $5,244,750.

    13F-HR 0001951757-25-000521 filed by Principle 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 5,735 shares
    Change vs previous 13F +16 shares

    0.37% of the 13F portfolio, value $5,255,191.

    13F-HR 0001951757-25-000146 filed by Principle 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 5,719 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,069,628.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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