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Disclosery

Realta Investment Advisors: COST position timeline

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

Realta Investment Advisors held 2,796 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,796 shares
    Change vs previous 13F +86 shares

    0.74% of the 13F portfolio, value $2,545,313.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,710 shares
    Change vs previous 13F +250 shares

    0.79% of the 13F portfolio, value $2,534,880.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    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 2,460 shares
    Change vs previous 13F -82 shares

    0.85% of the 13F portfolio, value $2,451,598.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    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 2,542 shares
    Change vs previous 13F +141 shares

    0.72% of the 13F portfolio, value $2,192,221.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    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 2,401 shares
    Change vs previous 13F +63 shares

    0.74% of the 13F portfolio, value $2,222,400.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    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 2,338 shares
    Change vs previous 13F -1,131 shares

    0.91% of the 13F portfolio, value $2,314,352.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    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 3,469 shares
    Change vs previous 13F -122 shares

    1.5% of the 13F portfolio, value $3,281,229.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    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 3,591 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,291,335.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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