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Disclosery

waypoint wealth counsel: COST position timeline

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

waypoint wealth counsel held 220 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220 shares
    Change vs previous 13F -87 shares

    0.13% of the 13F portfolio, value $205,599.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 307 shares
    Change vs previous 13F -1,163 shares

    0.16% of the 13F portfolio, value $305,742.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 1,470 shares
    Change vs previous 13F -170 shares

    0.47% of the 13F portfolio, value $1,267,499.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 1,640 shares
    Change vs previous 13F -206 shares

    0.6% of the 13F portfolio, value $1,517,870.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 1,846 shares
    Change vs previous 13F +237 shares

    0.91% of the 13F portfolio, value $1,827,244.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 1,609 shares
    Change vs previous 13F +80 shares

    0.96% of the 13F portfolio, value $1,521,571.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 1,529 shares
    Change vs previous 13F +188 shares

    0.91% of the 13F portfolio, value $1,400,785.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 1,341 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,188,629.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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