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Disclosery

Unified Investment Management: COST position timeline

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

Unified Investment Management held 626 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 626 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $569,989.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 626 shares
    Change vs previous 13F +3 shares

    0.55% of the 13F portfolio, value $585,704.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 623 shares
    Change vs previous 13F -11 shares

    0.64% of the 13F portfolio, value $620,865.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 634 shares
    Change vs previous 13F -8 shares

    0.55% of the 13F portfolio, value $546,786.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 642 shares
    Change vs previous 13F -4 shares

    0.59% of the 13F portfolio, value $594,304.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 646 shares
    Change vs previous 13F +10 shares

    0.69% of the 13F portfolio, value $639,538.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 636 shares
    Change vs previous 13F -75 shares

    0.71% of the 13F portfolio, value $601,542.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 711 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $651,487.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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