Skip to content
Disclosery

Focus Partners Wealth: COST position timeline

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

Focus Partners Wealth held 367,682 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 367,682 shares
    Change vs previous 13F +2,448 shares

    0.31% of the 13F portfolio, value $343,967,642.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 357,423 shares
    • Focus Partners Advisor Solutions, LLC: 10,259 shares

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

  2. period ended2026-03-31
    13F 365,234 shares
    Change vs previous 13F +11,807 shares

    0.36% of the 13F portfolio, value $363,945,025.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 356,731 shares
    • Focus Partners Advisor Solutions, LLC: 8,503 shares

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

  3. period ended2025-12-31
    13F 353,427 shares
    Change vs previous 13F +66,113 shares

    0.32% of the 13F portfolio, value $307,390,572.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 348,598 shares
    • Focus Partners Advisor Solutions, LLC: 4,829 shares

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

  4. period ended2025-09-30
    13F 287,314 shares
    Change vs previous 13F +16,153 shares

    0.38% of the 13F portfolio, value $265,674,190.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 279,463 shares
    • Focus Partners Advisor Solutions, LLC: 7,851 shares

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

  5. period ended2025-06-30
    13F 271,161 shares
    Change vs previous 13F +726 shares

    0.5% of the 13F portfolio, value $268,432,544.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 263,609 shares
    • Focus Partners Advisor Solutions, LLC: 7,552 shares

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

  6. period ended2025-03-31
    13F/A 270,435 shares
    Change vs previous 13F +3,163 shares

    0.55% of the 13F portfolio, value $255,772,681.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 259,602 shares
    • Focus Partners Advisor Solutions, LLC: 10,833 shares

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

  7. period ended2024-12-31
    13F/A 267,272 shares
    Change vs previous 13F +144,517 shares

    0.55% of the 13F portfolio, value $244,895,238.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 257,517 shares
    • Focus Partners Advisor Solutions, LLC: 9,755 shares

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

  8. period ended2024-09-30
    13F 122,755 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $108,656,213.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 118,579 shares
    • Focus Partners Advisor Solutions, LLC: 4,176 shares

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