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Rockline Wealth Management, LLC: COST position timeline

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

Rockline Wealth Management, LLC held 9,263 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,263 shares
    Change vs previous 13F -164 shares

    1.66% of the 13F portfolio, value $8,666,141.

    13F-HR 0001172661-26-002781 filed by Rockline Wealth Management, 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 9,427 shares
    Change vs previous 13F -291 shares

    2.04% of the 13F portfolio, value $9,393,240.

    13F-HR 0001172661-26-001574 filed by Rockline Wealth Management, 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 9,718 shares
    Change vs previous 13F +253 shares

    1.71% of the 13F portfolio, value $8,380,928.

    13F-HR 0001172661-26-000560 filed by Rockline Wealth Management, 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 9,465 shares
    Change vs previous 13F +182 shares

    1.81% of the 13F portfolio, value $8,761,107.

    13F-HR 0001172661-25-004538 filed by Rockline Wealth Management, 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 9,283 shares
    Change vs previous 13F +185 shares

    2.17% of the 13F portfolio, value $9,189,642.

    13F-HR 0001172661-25-002900 filed by Rockline Wealth Management, 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 9,098 shares
    Change vs previous 13F +131 shares

    2.39% of the 13F portfolio, value $8,604,714.

    13F-HR 0001172661-25-001525 filed by Rockline Wealth Management, 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 8,967 shares
    Change vs previous 13F +226 shares

    2.2% of the 13F portfolio, value $8,216,203.

    13F-HR 0001172661-25-000354 filed by Rockline Wealth Management, 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 8,741 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $7,749,096.

    13F-HR 0001172661-24-004284 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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