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Sculati Wealth Management, LLC: COST position timeline

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

Sculati Wealth Management, LLC held 3,229 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,229 shares
    Change vs previous 13F -10 shares

    1.01% of the 13F portfolio, value $3,038,069.

    13F-HR 0001803397-26-000008 filed by Sculati 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 3,239 shares
    Change vs previous 13F -39 shares

    1.19% of the 13F portfolio, value $3,227,437.

    13F-HR 0001803397-26-000004 filed by Sculati 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 3,278 shares
    Change vs previous 13F -49 shares

    1% of the 13F portfolio, value $2,826,751.

    13F-HR 0001803397-26-000002 filed by Sculati 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 3,327 shares
    Change vs previous 13F -44 shares

    1.09% of the 13F portfolio, value $3,079,571.

    13F-HR 0001803397-25-000008 filed by Sculati 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 3,371 shares
    Change vs previous 13F -126 shares

    1.25% of the 13F portfolio, value $3,337,088.

    13F-HR 0001803397-25-000005 filed by Sculati 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 3,497 shares
    Change vs previous 13F -109 shares

    1.34% of the 13F portfolio, value $3,307,393.

    13F-HR 0001803397-25-000004 filed by Sculati 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/A 3,606 shares
    Change vs previous 13F -22 shares

    1.31% of the 13F portfolio, value $3,304,070.

    13F-HR/A 0001803397-25-000002 filed by Sculati 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/A 3,628 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,216,295.

    13F-HR/A 0001803397-25-000003 filed by Sculati Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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