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Wealthspire Advisors, LLC: COST position timeline

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

Wealthspire Advisors, LLC held 18,580 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,580 shares
    Change vs previous 13F +4,419 shares

    0.1% of the 13F portfolio, value $17,380,577.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 14,161 shares
    Change vs previous 13F -6,274 shares

    0.11% of the 13F portfolio, value $14,110,282.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 20,435 shares
    Change vs previous 13F +3,979 shares

    0.14% of the 13F portfolio, value $17,621,552.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 16,456 shares
    Change vs previous 13F +657 shares

    0.08% of the 13F portfolio, value $15,231,678.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 15,799 shares
    Change vs previous 13F +312 shares

    0.09% of the 13F portfolio, value $15,639,685.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 15,487 shares
    Change vs previous 13F -644 shares

    0.09% of the 13F portfolio, value $14,646,718.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 16,131 shares
    Change vs previous 13F -1,719 shares

    0.15% of the 13F portfolio, value $14,780,260.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 17,850 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $15,824,062.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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