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Stillwater Wealth Management Group: COST position timeline

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

Stillwater Wealth Management Group held 5,193 COST shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 5,193 shares
    Change vs previous 13F +275 shares

    3.2% of the 13F portfolio, value $5,174,709.

    13F-HR 0002063941-26-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 4,918 shares
    Change vs previous 13F -139 shares

    2.88% of the 13F portfolio, value $4,241,141.

    13F-HR 0002063941-26-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,057 shares
    Change vs previous 13F +618 shares

    3.28% of the 13F portfolio, value $4,681,002.

    13F-HR 0002063941-25-000005 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 4,439 shares
    Change vs previous 13F +177 shares

    3.64% of the 13F portfolio, value $4,198,274.

    13F-HR 0002063941-25-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 4,262 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $3,905,044.

    13F-HR 0002063941-25-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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