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Disclosery

Cerity Partners LLC: COST position timeline

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

Cerity Partners LLC held 438,863 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 438,863 shares
    Change vs previous 13F +5,218 shares

    0.5% of the 13F portfolio, value $410,557,327.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 433,645 shares
    Change vs previous 13F +27,872 shares

    0.61% of the 13F portfolio, value $432,088,705.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 405,773 shares
    Change vs previous 13F +2,291 shares

    0.51% of the 13F portfolio, value $349,924,759.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 403,482 shares
    Change vs previous 13F +9,775 shares

    0.61% of the 13F portfolio, value $373,476,103.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 393,707 shares
    Change vs previous 13F +6,716 shares

    0.7% of the 13F portfolio, value $389,740,386.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 386,991 shares
    Change vs previous 13F +14,841 shares

    0.75% of the 13F portfolio, value $366,009,622.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 372,150 shares
    Change vs previous 13F -12,025 shares

    0.74% of the 13F portfolio, value $339,565,511.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 384,175 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $340,579,392.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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