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Walkner Condon Financial Advisors LLC: COST position timeline

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

Walkner Condon Financial Advisors LLC held 3,783 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,783 shares
    Change vs previous 13F -292 shares

    0.41% of the 13F portfolio, value $3,538,810.

    13F-HR 0001817494-26-000003 filed by Walkner Condon Financial 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 4,075 shares
    Change vs previous 13F +42 shares

    0.54% of the 13F portfolio, value $4,060,333.

    13F-HR 0001817494-26-000002 filed by Walkner Condon Financial 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 4,033 shares
    Change vs previous 13F -164 shares

    0.48% of the 13F portfolio, value $3,477,714.

    13F-HR 0001817494-26-000001 filed by Walkner Condon Financial 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 4,197 shares
    Change vs previous 13F +905 shares

    0.62% of the 13F portfolio, value $3,884,758.

    13F-HR 0001817494-25-000003 filed by Walkner Condon Financial 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 3,292 shares
    Change vs previous 13F +75 shares

    0.6% of the 13F portfolio, value $3,258,467.

    13F-HR 0001085146-25-004588 filed by Walkner Condon Financial 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 3,217 shares
    Change vs previous 13F -112 shares

    0.62% of the 13F portfolio, value $3,042,114.

    13F-HR 0001085146-25-002240 filed by Walkner Condon Financial 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 3,329 shares
    Change vs previous 13F +27 shares

    0.62% of the 13F portfolio, value $3,050,564.

    13F-HR 0001085146-25-000620 filed by Walkner Condon Financial 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 3,302 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,927,581.

    13F-HR 0001085146-24-005264 filed by Walkner Condon Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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