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Disclosery

Shade Tree Advisors LLC: COST position timeline

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

Shade Tree Advisors LLC held 779 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 779 shares
    Change vs previous 13F -35 shares

    0.42% of the 13F portfolio, value $728,862.

    13F-HR 0001172661-26-003024 filed by Shade Tree Advisors 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 814 shares
    Change vs previous 13F +1 shares

    0.58% of the 13F portfolio, value $811,139.

    13F-HR 0001172661-26-001715 filed by Shade Tree Advisors 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 813 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $701,082.

    13F-HR 0001172661-26-000472 filed by Shade Tree Advisors 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 813 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $752,537.

    13F-HR 0001172661-25-004584 filed by Shade Tree Advisors 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 813 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $804,821.

    13F-HR 0001172661-25-002915 filed by Shade Tree Advisors 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 813 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $768,919.

    13F-HR 0001172661-25-001700 filed by Shade Tree Advisors 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 813 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $744,928.

    13F-HR 0001172661-25-000404 filed by Shade Tree Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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