Warren Street Wealth Advisors, LLC: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Warren Street Wealth Advisors, LLC on COST, newest first. How the timeline and the estimate are built.
Warren Street Wealth Advisors, LLC held 675 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 675 sharesChange vs previous 13F +3 shares
0.14% of the 13F portfolio, value $631,419.
13F-HR 0002085853-26-000803 filed by Warren Street Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 672 sharesChange vs previous 13F +141 shares
0.17% of the 13F portfolio, value $669,549.
13F-HR 0002085853-26-000398 filed by Warren Street Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 531 sharesChange vs previous 13F -155 shares
0.13% of the 13F portfolio, value $457,812.
13F-HR 0002085853-26-000146 filed by Warren Street Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 686 sharesChange vs previous 13F +13 shares
0.19% of the 13F portfolio, value $634,831.
13F-HR 0002085853-25-000113 filed by Warren Street Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 673 sharesChange vs previous 13F +70 shares
0.22% of the 13F portfolio, value $666,230.
13F-HR 0001667731-25-000879 filed by Warren Street Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 603 sharesChange vs previous 13F +59 shares
0.22% of the 13F portfolio, value $570,305.
13F-HR 0001667731-25-000406 filed by Warren Street Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 544 sharesChange vs previous 13F +60 shares
0.2% of the 13F portfolio, value $498,451.
13F-HR 0001667731-25-000165 filed by Warren Street Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 484 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $429,076.
13F-HR 0001703496-24-000005 filed by Warren Street Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).