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Trail Ridge Investment Advisors, LLC: COST position timeline

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

Trail Ridge Investment Advisors, LLC held 3,935 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 3,935 shares
    Change vs previous 13F -1,517 shares

    1.55% of the 13F portfolio, value $3,681,082.

    13F-HR 0001754960-26-000765 filed by Trail Ridge Investment Advisors, 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 5,452 shares
    Change vs previous 13F +17 shares

    2.36% of the 13F portfolio, value $5,432,540.

    13F-HR 0001754960-26-000351 filed by Trail Ridge Investment Advisors, 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 5,435 shares
    Change vs previous 13F +31 shares

    2.02% of the 13F portfolio, value $4,686,818.

    13F-HR 0001754960-26-000135 filed by Trail Ridge Investment Advisors, 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 5,404 shares
    Change vs previous 13F +7 shares

    2.24% of the 13F portfolio, value $5,002,105.

    13F-HR 0001754960-25-000685 filed by Trail Ridge Investment Advisors, 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 5,397 shares
    Change vs previous 13F -17 shares

    2.44% of the 13F portfolio, value $5,071,237.

    13F-HR 0001754960-25-000531 filed by Trail Ridge Investment Advisors, 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 5,414 shares
    Change vs previous 13F -113 shares

    2.64% of the 13F portfolio, value $5,120,453.

    13F-HR 0001754960-25-000265 filed by Trail Ridge Investment Advisors, 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 5,527 shares
    Change vs previous 13F -25 shares

    2.41% of the 13F portfolio, value $5,064,224.

    13F-HR 0001754960-25-000115 filed by Trail Ridge Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,552 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $4,992,192.

    13F-HR 0001911013-24-000010 filed by Trail Ridge Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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