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TRUE Private Wealth Advisors: COST position timeline

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

TRUE Private Wealth Advisors held 5,562 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,562 shares
    Change vs previous 13F +283 shares

    0.45% of the 13F portfolio, value $5,203,513.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 5,279 shares
    Change vs previous 13F +168 shares

    0.5% of the 13F portfolio, value $5,260,765.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 5,111 shares
    Change vs previous 13F -77 shares

    0.44% of the 13F portfolio, value $4,407,265.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 5,188 shares
    Change vs previous 13F -64 shares

    0.49% of the 13F portfolio, value $4,802,576.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 5,252 shares
    Change vs previous 13F -190 shares

    0.58% of the 13F portfolio, value $5,199,548.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 5,442 shares
    Change vs previous 13F +66 shares

    0.63% of the 13F portfolio, value $5,146,678.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 5,376 shares
    Change vs previous 13F -30 shares

    0.6% of the 13F portfolio, value $4,926,382.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 5,406 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,793,238.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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