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Wealthcare Advisory Partners LLC: COST position timeline

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

Wealthcare Advisory Partners LLC held 6,741 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,741 shares
    Change vs previous 13F -2,520 shares

    0.11% of the 13F portfolio, value $6,305,949.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 6,390 shares
    • Wealthcare Capital Partners, LLC: 351 shares

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

  2. period ended2026-03-31
    13F 9,261 shares
    Change vs previous 13F +197 shares

    0.17% of the 13F portfolio, value $9,228,303.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 8,910 shares
    • Wealthcare Capital Partners, LLC: 351 shares

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

  3. period ended2025-12-31
    13F 9,064 shares
    Change vs previous 13F +339 shares

    0.15% of the 13F portfolio, value $7,816,247.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 8,713 shares
    • Wealthcare Capital Partners, LLC: 351 shares

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

  4. period ended2025-09-30
    13F 8,725 shares
    Change vs previous 13F +184 shares

    0.16% of the 13F portfolio, value $8,076,265.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 8,296 shares
    • Wealthcare Capital Partners, LLC: 429 shares

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

  5. period ended2025-06-30
    13F 8,541 shares
    Change vs previous 13F +962 shares

    0.18% of the 13F portfolio, value $8,454,446.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 8,112 shares
    • Wealthcare Capital Partners, LLC: 429 shares

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

  6. period ended2025-03-31
    13F 7,579 shares
    Change vs previous 13F -128 shares

    0.18% of the 13F portfolio, value $7,168,751.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 7,171 shares
    • Wealthcare Capital Partners, LLC: 408 shares

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

  7. period ended2024-12-31
    13F 7,707 shares
    Change vs previous 13F +344 shares

    0.19% of the 13F portfolio, value $7,061,798.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 7,315 shares
    • Wealthcare Capital Partners, LLC: 392 shares

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

  8. period ended2024-09-30
    13F 7,363 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,527,120.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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