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Disclosery

Whelan Financial: COST position timeline

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

Whelan Financial held 1,442 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,442 shares
    Change vs previous 13F +11 shares

    0.37% of the 13F portfolio, value $1,348,994.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 1,431 shares
    Change vs previous 13F +16 shares

    0.44% of the 13F portfolio, value $1,425,453.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 1,415 shares
    Change vs previous 13F +8 shares

    0.38% of the 13F portfolio, value $1,220,342.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 1,407 shares
    Change vs previous 13F +120 shares

    0.41% of the 13F portfolio, value $1,302,134.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 1,287 shares
    Change vs previous 13F +78 shares

    0.46% of the 13F portfolio, value $1,273,694.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 1,209 shares
    Change vs previous 13F +263 shares

    0.44% of the 13F portfolio, value $1,143,916.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 946 shares
    Change vs previous 13F +195 shares

    0.34% of the 13F portfolio, value $867,129.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 751 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $665,671.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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