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Sharp Wealth Advisory, LLC: COST position timeline

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

Sharp Wealth Advisory, LLC held 311 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 311 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $291,286.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, 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 310 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $309,214.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, 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 310 shares
    Change vs previous 13F -50 shares

    0.13% of the 13F portfolio, value $267,559.

    13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, 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 360 shares
    Change vs previous 13F +40 shares

    0.18% of the 13F portfolio, value $333,425.

    13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, 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 320 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $316,781.

    13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, 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 318 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $300,758.

    13F-HR 0001951757-25-000472 filed by Sharp Wealth Advisory, 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 317 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $290,458.

    13F-HR 0001951757-25-000075 filed by Sharp Wealth Advisory, 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 317 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $281,027.

    13F-HR 0001951757-24-001164 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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