Skip to content
Disclosery

CWM, LLC: COST position timeline

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

CWM, LLC held 80,747 COST shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 80,747 shares
    Change vs previous 13F +9,042 shares

    0.21% of the 13F portfolio, value $80,459,097.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 71,705 shares
    Change vs previous 13F +1,023 shares

    0.17% of the 13F portfolio, value $61,834,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 70,682 shares
    Change vs previous 13F +1,447 shares

    0.2% of the 13F portfolio, value $65,425,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 69,235 shares
    Change vs previous 13F +5,946 shares

    0.24% of the 13F portfolio, value $68,538,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 63,289 shares
    Change vs previous 13F +4,796 shares

    0.24% of the 13F portfolio, value $59,858,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 58,493 shares
    Change vs previous 13F +3,729 shares

    0.22% of the 13F portfolio, value $53,595,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 54,764 shares
    Change vs previous 13F +3,151 shares

    0.21% of the 13F portfolio, value $48,550,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 51,613 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $43,871,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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