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SPG ADVISORS LLC: COST position timeline

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

SPG ADVISORS LLC held 527 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 527 shares
    Change vs previous 13F -10 shares

    8.88% of the 13F portfolio, value $493,052.

    13F-HR 0001214659-26-010084 filed by SPG 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 537 shares
    Change vs previous 13F -10 shares

    8.16% of the 13F portfolio, value $535,491.

    13F-HR 0001214659-26-006141 filed by SPG 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 547 shares
    Change vs previous 13F -41 shares

    4.85% of the 13F portfolio, value $471,405.

    13F-HR 0001214659-26-001651 filed by SPG 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 588 shares
    Change vs previous 13F -14 shares

    6.26% of the 13F portfolio, value $544,256.

    13F-HR 0001214659-25-016699 filed by SPG 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 602 shares
    Change vs previous 13F not available

    7.15% of the 13F portfolio, value $596,296.

    13F-HR 0001214659-25-012381 filed by SPG ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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