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Disclosery

STOLZ & ASSOCIATES, PS: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STOLZ & ASSOCIATES, PS on COST, newest first. How the timeline and the estimate are built.

STOLZ & ASSOCIATES, PS held 706 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 706 shares
    Change vs previous 13F +124 shares

    0.41% of the 13F portfolio, value $660,442.

    13F-HR 0002108989-26-000003 filed by STOLZ & ASSOCIATES, PS
    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 582 shares
    Change vs previous 13F -800 shares

    0.4% of the 13F portfolio, value $574,556.

    13F-HR 0002108989-26-000002 filed by STOLZ & ASSOCIATES, PS
    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 1,382 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,191,754.

    13F-HR 0001085146-26-000165 filed by STOLZ & ASSOCIATES, PS
    Filed (acceptance time not in the bulk data set), ingested

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