TSA Wealth Managment LLC: COST position timeline

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

TSA Wealth Managment LLC held 270 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 270 shares
Change vs previous 13F -20 shares
0.07% of the 13F portfolio, value $252,577.
13F-HR 0001963669-26-000003 filed by TSA Wealth Managment LLC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 290 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $288,965.
13F-HR 0001963669-26-000002 filed by TSA Wealth Managment LLC
Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).