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Putney Financial Group LLC: COST position timeline

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

Putney Financial Group LLC held 2,223 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,223 shares
    Change vs previous 13F +761 shares

    1.87% of the 13F portfolio, value $2,079,563.

    13F-HR 0002056907-26-000003 filed by Putney Financial Group 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 1,462 shares
    Change vs previous 13F -23 shares

    1.47% of the 13F portfolio, value $1,456,781.

    13F-HR 0002056907-26-000002 filed by Putney Financial Group 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 1,485 shares
    Change vs previous 13F -25 shares

    1.2% of the 13F portfolio, value $1,280,575.

    13F-HR 0002056907-26-000001 filed by Putney Financial Group 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 1,510 shares
    Change vs previous 13F +10 shares

    1.39% of the 13F portfolio, value $1,397,701.

    13F-HR 0002056907-25-000006 filed by Putney Financial Group 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/A 1,500 shares
    Change vs previous 13F +32 shares

    1.5% of the 13F portfolio, value $1,484,910.

    13F-HR/A 0002056907-25-000004 filed by Putney Financial Group 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 1,468 shares
    Change vs previous 13F -2,015 shares

    1.46% of the 13F portfolio, value $1,388,405.

    13F-HR 0002056907-25-000002 filed by Putney Financial Group 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 3,483 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $3,191,368.

    13F-HR 0002056907-25-000001 filed by Putney Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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