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Disclosery

Gradient Investments LLC: COST position timeline

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

Gradient Investments LLC held 28,115 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,115 shares
    Change vs previous 13F +530 shares

    0.37% of the 13F portfolio, value $25,594,517.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,585 shares
    Change vs previous 13F +2,276 shares

    0.36% of the 13F portfolio, value $25,804,551.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 25,309 shares
    Change vs previous 13F -3,036 shares

    0.39% of the 13F portfolio, value $25,218,167.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,345 shares
    Change vs previous 13F +2,005 shares

    0.39% of the 13F portfolio, value $24,442,642.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,340 shares
    Change vs previous 13F +1,806 shares

    0.41% of the 13F portfolio, value $24,381,300.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,534 shares
    Change vs previous 13F -717 shares

    0.44% of the 13F portfolio, value $24,286,951.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 25,251 shares
    Change vs previous 13F +3,903 shares

    0.48% of the 13F portfolio, value $23,881,619.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 21,348 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $19,560,985.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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