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Disclosery

XML Financial, LLC: COST position timeline

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

XML Financial, LLC held 3,744 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 3,744 shares
    Change vs previous 13F +4 shares

    0.25% of the 13F portfolio, value $3,502,324.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 3,740 shares
    Change vs previous 13F -311 shares

    0.3% of the 13F portfolio, value $3,727,080.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 4,051 shares
    Change vs previous 13F -346 shares

    0.29% of the 13F portfolio, value $3,493,405.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 4,397 shares
    Change vs previous 13F -120 shares

    0.33% of the 13F portfolio, value $4,070,100.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 4,517 shares
    Change vs previous 13F +33 shares

    0.39% of the 13F portfolio, value $4,472,140.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 4,484 shares
    Change vs previous 13F +249 shares

    0.4% of the 13F portfolio, value $4,241,061.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 4,235 shares
    Change vs previous 13F +249 shares

    0.36% of the 13F portfolio, value $3,880,570.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 3,986 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,533,732.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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