Resurgent Financial Advisors LLC: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Resurgent Financial Advisors LLC on COST, newest first. How the timeline and the estimate are built.
Resurgent Financial Advisors LLC held 1,457 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,457 sharesChange vs previous 13F +78 shares
0.38% of the 13F portfolio, value $1,363,368.
13F-HR 0001912339-26-000004 filed by Resurgent Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,379 sharesChange vs previous 13F +217 shares
0.5% of the 13F portfolio, value $1,374,483.
13F-HR 0001912339-26-000002 filed by Resurgent Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,162 sharesChange vs previous 13F -70 shares
0.5% of the 13F portfolio, value $1,002,281.
13F-HR 0001912339-26-000001 filed by Resurgent Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,232 sharesChange vs previous 13F -133 shares
0.56% of the 13F portfolio, value $1,140,710.
13F-HR 0001912339-25-000002 filed by Resurgent Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,365 sharesChange vs previous 13F +31 shares
0.74% of the 13F portfolio, value $1,351,529.
13F-HR 0001085146-25-004779 filed by Resurgent Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,334 sharesChange vs previous 13F 0 shares
0.76% of the 13F portfolio, value $1,261,833.
13F-HR 0001085146-25-002603 filed by Resurgent Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,334 sharesChange vs previous 13F +33 shares
0.72% of the 13F portfolio, value $1,222,388.
13F-HR 0001085146-25-001342 filed by Resurgent Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,301 sharesChange vs previous 13F not available
0.67% of the 13F portfolio, value $1,153,363.
13F-HR 0001994220-24-000027 filed by Resurgent Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).