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Topsail Wealth Management, LLC: COST position timeline

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

Topsail Wealth Management, LLC held 425 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 425 shares
    Change vs previous 13F -5 shares

    0.05% of the 13F portfolio, value $397,575.

    13F-HR 0001398344-26-014324 filed by Topsail Wealth Management, 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 430 shares
    Change vs previous 13F +125 shares

    0.06% of the 13F portfolio, value $428,465.

    13F-HR 0001398344-26-006781 filed by Topsail Wealth Management, 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 305 shares
    Change vs previous 13F -75 shares

    0.04% of the 13F portfolio, value $263,014.

    13F-HR 0001398344-26-002201 filed by Topsail Wealth Management, 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 380 shares
    Change vs previous 13F -4 shares

    0.06% of the 13F portfolio, value $351,739.

    13F-HR 0001398344-25-020269 filed by Topsail Wealth Management, 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 384 shares
    Change vs previous 13F +34 shares

    0.07% of the 13F portfolio, value $380,137.

    13F-HR 0001398344-25-014250 filed by Topsail Wealth Management, 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 350 shares
    Change vs previous 13F +77 shares

    0.07% of the 13F portfolio, value $331,023.

    13F-HR 0001398344-25-008097 filed by Topsail Wealth Management, 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 273 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $250,142.

    13F-HR 0001398344-25-002822 filed by Topsail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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