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Disclosery

Savvy Advisors, Inc.: COST position timeline

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

Savvy Advisors, Inc. held 12,984 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,984 shares
    Change vs previous 13F +828 shares

    0.26% of the 13F portfolio, value $12,146,051.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 12,156 shares
    Change vs previous 13F +2,827 shares

    0.32% of the 13F portfolio, value $12,112,337.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 9,329 shares
    Change vs previous 13F +538 shares

    0.26% of the 13F portfolio, value $8,045,005.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 8,791 shares
    Change vs previous 13F +3,665 shares

    0.37% of the 13F portfolio, value $8,137,137.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 5,126 shares
    Change vs previous 13F +1,026 shares

    0.34% of the 13F portfolio, value $5,074,367.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 4,100 shares
    Change vs previous 13F +656 shares

    0.39% of the 13F portfolio, value $3,877,609.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 3,444 shares
    Change vs previous 13F +2,410 shares

    0.38% of the 13F portfolio, value $3,155,366.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 1,034 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $916,418.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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