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Disclosery

SwitchPoint Financial Planning, LLC: COST position timeline

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

SwitchPoint Financial Planning, LLC held 285 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 285 shares
    Change vs previous 13F -2 shares

    0.15% of the 13F portfolio, value $266,735.

    13F-HR 0002055526-26-000003 filed by SwitchPoint Financial Planning, 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 287 shares
    Change vs previous 13F +6 shares

    0.19% of the 13F portfolio, value $286,109.

    13F-HR 0002055526-26-000002 filed by SwitchPoint Financial Planning, 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 281 shares
    Change vs previous 13F -2 shares

    0.17% of the 13F portfolio, value $242,601.

    13F-HR 0002055526-26-000001 filed by SwitchPoint Financial Planning, 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 283 shares
    Change vs previous 13F -2 shares

    0.19% of the 13F portfolio, value $262,257.

    13F-HR 0002055526-25-000005 filed by SwitchPoint Financial Planning, 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 285 shares
    Change vs previous 13F +8 shares

    0.23% of the 13F portfolio, value $282,458.

    13F-HR 0002055526-25-000003 filed by SwitchPoint Financial Planning, 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 277 shares
    Change vs previous 13F +5 shares

    0.25% of the 13F portfolio, value $262,292.

    13F-HR 0002055526-25-000002 filed by SwitchPoint Financial Planning, 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 272 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $249,527.

    13F-HR 0002055526-25-000001 filed by SwitchPoint Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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