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Schear Investment Advisers, LLC: COST position timeline

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

Schear Investment Advisers, LLC held 5,093 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 5,093 shares
    Change vs previous 13F +338 shares

    0.56% of the 13F portfolio, value $4,636,289.

    13F-HR 0001962838-26-000005 filed by Schear Investment Advisers, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,755 shares
    Change vs previous 13F +54 shares

    1.49% of the 13F portfolio, value $4,448,160.

    13F-HR 0001962838-26-000003 filed by Schear Investment Advisers, LLC
    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 4,701 shares
    Change vs previous 13F -101 shares

    2.07% of the 13F portfolio, value $4,684,217.

    13F-HR 0001962838-26-000002 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,802 shares
    Change vs previous 13F +40 shares

    1.78% of the 13F portfolio, value $4,140,957.

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,762 shares
    Change vs previous 13F +22 shares

    1.96% of the 13F portfolio, value $4,407,850.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,740 shares
    Change vs previous 13F -54 shares

    2.32% of the 13F portfolio, value $4,692,316.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, LLC
    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 4,794 shares
    Change vs previous 13F +19 shares

    2.61% of the 13F portfolio, value $4,534,069.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,775 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $4,375,189.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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