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Disclosery

Shira Ridge Wealth Management: COST position timeline

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

Shira Ridge Wealth Management held 1,699 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,699 shares
    Change vs previous 13F -8 shares

    0.54% of the 13F portfolio, value $1,547,066.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,707 shares
    Change vs previous 13F +1 shares

    0.56% of the 13F portfolio, value $1,597,183.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    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 1,706 shares
    Change vs previous 13F +35 shares

    0.67% of the 13F portfolio, value $1,700,197.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    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 1,671 shares
    Change vs previous 13F +13 shares

    0.58% of the 13F portfolio, value $1,441,178.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    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 1,658 shares
    Change vs previous 13F +12 shares

    0.65% of the 13F portfolio, value $1,534,869.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    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 1,646 shares
    Change vs previous 13F -3 shares

    0.74% of the 13F portfolio, value $1,629,583.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    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 1,649 shares
    Change vs previous 13F +31 shares

    0.78% of the 13F portfolio, value $1,559,685.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    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 1,618 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,482,580.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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