Skip to content
Disclosery

Private Wealth Partners, LLC: COST position timeline

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

Private Wealth Partners, LLC held 25,287 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,287 shares
    Change vs previous 13F -5,625 shares

    1.7% of the 13F portfolio, value $23,655,667.

    13F-HR 0001335851-26-000005 filed by Private 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 30,912 shares
    Change vs previous 13F -265 shares

    2.37% of the 13F portfolio, value $30,802,110.

    13F-HR 0001335851-26-000002 filed by Private 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 31,177 shares
    Change vs previous 13F -1,571 shares

    1.91% of the 13F portfolio, value $26,885,577.

    13F-HR 0001335851-26-000001 filed by Private 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 32,748 shares
    Change vs previous 13F -740 shares

    2.16% of the 13F portfolio, value $30,312,964.

    13F-HR 0001335851-25-000004 filed by Private 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 33,488 shares
    Change vs previous 13F -293 shares

    2.59% of the 13F portfolio, value $33,151,574.

    13F-HR 0001085146-25-004438 filed by Private 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 33,781 shares
    Change vs previous 13F -312 shares

    2.65% of the 13F portfolio, value $31,949,837.

    13F-HR 0001085146-25-002217 filed by Private 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 34,093 shares
    Change vs previous 13F -1,543 shares

    2.39% of the 13F portfolio, value $31,238,822.

    13F-HR 0001085146-25-000680 filed by Private 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 35,636 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $31,592,441.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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