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Disclosery

Concord Wealth Partners: COST position timeline

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

Concord Wealth Partners held 5,363 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,363 shares
    Change vs previous 13F -948 shares

    0.33% of the 13F portfolio, value $5,017,663.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 2,742 shares
    • Concord Asset Management, LLC/VA: 2,621 shares

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

  2. period ended2026-03-31
    13F 6,311 shares
    Change vs previous 13F -237 shares

    0.46% of the 13F portfolio, value $6,289,218.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,192 shares
    • Concord Asset Management, LLC/VA: 3,119 shares

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

  3. period ended2025-12-31
    13F 6,548 shares
    Change vs previous 13F +428 shares

    0.42% of the 13F portfolio, value $5,646,448.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,315 shares
    • Concord Asset Management, LLC/VA: 3,233 shares

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

  4. period ended2025-09-30
    13F 6,120 shares
    Change vs previous 13F +542 shares

    0.44% of the 13F portfolio, value $5,664,879.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,064 shares
    • Concord Asset Management, LLC/VA: 3,056 shares

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

  5. period ended2025-06-30
    13F 5,578 shares
    Change vs previous 13F -54 shares

    0.41% of the 13F portfolio, value $5,521,074.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 2,789 shares
    • Concord Asset Management, LLC/VA: 2,789 shares

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

  6. period ended2025-03-31
    13F 5,632 shares
    Change vs previous 13F -3,006 shares

    0.51% of the 13F portfolio, value $5,411,667.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 2,805 shares
    • Concord Asset Management, LLC/VA: 2,827 shares

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

  7. period ended2024-12-31
    13F 8,638 shares
    Change vs previous 13F +367 shares

    0.74% of the 13F portfolio, value $7,914,932.

    13F-HR 0002031885-25-000001 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 4,315 shares
    • Concord Asset Management, LLC/VA: 4,323 shares

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

  8. period ended2024-09-30
    13F 8,271 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $7,332,546.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 4,178 shares
    • Concord Asset Management, LLC/VA: 4,093 shares

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