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Steward Partners Investment Advisory, LLC: COST position timeline

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

Steward Partners Investment Advisory, LLC held 91,045 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 91,045 shares
    Change vs previous 13F -70,095 shares

    0.43% of the 13F portfolio, value $85,170,245.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment 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 161,140 shares
    Change vs previous 13F +21,888 shares

    0.82% of the 13F portfolio, value $160,564,760.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment 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 139,252 shares
    Change vs previous 13F +6,623 shares

    0.66% of the 13F portfolio, value $120,082,443.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment 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 132,629 shares
    Change vs previous 13F +64,695 shares

    0.7% of the 13F portfolio, value $122,764,513.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment 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 67,934 shares
    Change vs previous 13F +2,824 shares

    0.53% of the 13F portfolio, value $67,249,880.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment 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 65,110 shares
    Change vs previous 13F -1,019 shares

    0.54% of the 13F portfolio, value $61,580,601.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment 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 66,129 shares
    Change vs previous 13F -17,428 shares

    0.54% of the 13F portfolio, value $60,591,950.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment 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 83,557 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $74,075,345.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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