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Williams & Novak Wealth Management, LLC: COST position timeline

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

Williams & Novak Wealth Management, LLC held 440 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 440 shares
    Change vs previous 13F -5 shares

    0.24% of the 13F portfolio, value $400,550.

    13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 445 shares
    Change vs previous 13F -19 shares

    0.28% of the 13F portfolio, value $416,284.

    13F-HR 0001998419-26-000003 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 464 shares
    Change vs previous 13F -215 shares

    0.35% of the 13F portfolio, value $462,563.

    13F-HR 0001998419-26-000002 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 679 shares
    Change vs previous 13F -75 shares

    0.44% of the 13F portfolio, value $585,565.

    13F-HR 0001998419-26-000001 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 754 shares
    Change vs previous 13F +235 shares

    0.54% of the 13F portfolio, value $697,967.

    13F-HR 0001998419-25-000004 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 519 shares
    Change vs previous 13F -196 shares

    0.44% of the 13F portfolio, value $513,784.

    13F-HR 0001085146-25-004144 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 715 shares
    Change vs previous 13F +280 shares

    0.67% of the 13F portfolio, value $682,397.

    13F-HR 0001085146-25-003282 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 435 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $398,577.

    13F-HR 0001085146-25-000426 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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