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OSTERWEIS CAPITAL MANAGEMENT INC: COST position timeline

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

OSTERWEIS CAPITAL MANAGEMENT INC held 432 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 432 shares
    Change vs previous 13F -23 shares

    0.02% of the 13F portfolio, value $404,123.

    13F-HR 0001007524-26-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 455 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $453,376.

    13F-HR 0001007524-26-000002 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 489 shares
    Change vs previous 13F -19 shares

    0.02% of the 13F portfolio, value $421,684.

    13F-HR 0001007524-26-000001 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 508 shares
    Change vs previous 13F -318 shares

    0.02% of the 13F portfolio, value $470,220.

    13F-HR 0001007524-25-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 826 shares
    Change vs previous 13F +294 shares

    0.04% of the 13F portfolio, value $817,690.

    13F-HR 0001085146-25-005142 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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/A 532 shares
    Change vs previous 13F -95 shares

    0.02% of the 13F portfolio, value $503,155.

    13F-HR/A 0001085146-25-003428 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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/A 627 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $574,501.

    13F-HR/A 0001085146-25-003427 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 627 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $555,848.

    13F-HR 0001085146-24-005783 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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