Wiser Wealth Management, Inc: COST position timeline

Wiser Wealth Management, Inc held 269 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 269 shares

   Change vs previous 13F +23 shares

   0.05% of the 13F portfolio, value $251,641.

   13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, Inc
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 246 shares

   Change vs previous 13F +246 shares

   0.05% of the 13F portfolio, value $245,122.

   13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, Inc
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -226 shares

   13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, Inc
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 226 shares

   Change vs previous 13F +17 shares

   0.05% of the 13F portfolio, value $209,192.

   13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, Inc
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 209 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $206,897.

   13F-HR 0001573263-25-000005 filed by Wiser Wealth Management, Inc
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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