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PUREfi Wealth, LLC: COST position timeline

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

PUREfi Wealth, LLC held 780 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 780 shares
    Change vs previous 13F +25 shares

    0.4% of the 13F portfolio, value $729,886.

    13F-HR 0002001520-26-000003 filed by PUREfi Wealth, 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 755 shares
    Change vs previous 13F +368 shares

    0.49% of the 13F portfolio, value $752,502.

    13F-HR 0002001520-26-000002 filed by PUREfi Wealth, 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 387 shares
    Change vs previous 13F +20 shares

    0.26% of the 13F portfolio, value $333,867.

    13F-HR 0002001520-26-000001 filed by PUREfi Wealth, 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 367 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $339,824.

    13F-HR 0002001520-25-000005 filed by PUREfi Wealth, 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 367 shares
    Change vs previous 13F +18 shares

    0.29% of the 13F portfolio, value $363,400.

    13F-HR 0002001520-25-000003 filed by PUREfi Wealth, 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 349 shares
    Change vs previous 13F -26 shares

    0.33% of the 13F portfolio, value $330,133.

    13F-HR 0002001520-25-000002 filed by PUREfi Wealth, 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 375 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $343,629.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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