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Disclosery

Schrum Private Wealth Management LLC: COST position timeline

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

Schrum Private Wealth Management LLC held 0 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -443 shares

    13F-HR 0001914987-26-000003 filed by Schrum Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 443 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $441,418.

    13F-HR 0001914987-26-000002 filed by Schrum Private 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 443 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $382,018.

    13F-HR 0001914987-26-000001 filed by Schrum Private 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 443 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $410,053.

    13F-HR 0001914987-25-000004 filed by Schrum Private 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 443 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $438,544.

    13F-HR 0001085146-25-004091 filed by Schrum Private 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 443 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $418,982.

    13F-HR 0001085146-25-002559 filed by Schrum Private 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 443 shares
    Change vs previous 13F +443 shares

    0.34% of the 13F portfolio, value $405,908.

    13F-HR 0001085146-25-000871 filed by Schrum Private 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-24-005369 filed by Schrum Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.