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Tortuga Wealth Management, Inc: COST position timeline

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

Tortuga Wealth Management, Inc held 1,224 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,224 shares
    Change vs previous 13F -62 shares

    0.87% of the 13F portfolio, value $1,145,070.

    13F-HR 0001172661-26-002959 filed by Tortuga Wealth Management, Inc
    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 1,286 shares
    Change vs previous 13F +65 shares

    1.2% of the 13F portfolio, value $1,281,621.

    13F-HR 0001172661-26-002664 filed by Tortuga Wealth Management, Inc
    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 1,221 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,052,959.

    13F-HR 0001172661-26-001502 filed by Tortuga Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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