Skip to content
Disclosery

Trifecta Capital Advisors, LLC: COST position timeline

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

Trifecta Capital Advisors, LLC held 17,213 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,213 shares
    Change vs previous 13F -183 shares

    2.07% of the 13F portfolio, value $16,102,275.

    13F-HR 0001962615-26-000003 filed by Trifecta Capital 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 17,396 shares
    Change vs previous 13F -72 shares

    2.68% of the 13F portfolio, value $17,333,977.

    13F-HR 0001962615-26-000002 filed by Trifecta Capital 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 17,468 shares
    Change vs previous 13F +221 shares

    2.23% of the 13F portfolio, value $15,063,405.

    13F-HR 0001962615-26-000001 filed by Trifecta Capital 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 17,247 shares
    Change vs previous 13F +236 shares

    2.43% of the 13F portfolio, value $15,964,370.

    13F-HR 0001962615-25-000006 filed by Trifecta Capital 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 17,011 shares
    Change vs previous 13F +1,404 shares

    2.8% of the 13F portfolio, value $16,839,857.

    13F-HR 0001962615-25-000003 filed by Trifecta Capital 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 15,607 shares
    Change vs previous 13F +68 shares

    3.09% of the 13F portfolio, value $14,760,737.

    13F-HR 0001962615-25-000002 filed by Trifecta Capital 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 15,539 shares
    Change vs previous 13F +224 shares

    2.81% of the 13F portfolio, value $14,238,284.

    13F-HR 0001962615-25-000001 filed by Trifecta Capital 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 15,315 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $13,576,860.

    13F-HR 0001962615-24-000007 filed by Trifecta Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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