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Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

COST holding history

Costco Wholesale Corp in every 13F filed by Lowe Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overviewAll 13F holders of COSTFull Q3 2025 holdings

Shares (Q3 2025)
59
Value
$54.6K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of COST by Lowe Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202559$54.6K<0.1%−5−7.8%ReducedHolders
Q2 202564$63.4K<0.1%00.0%UnchangedHolders
Q1 202564$60.5K<0.1%−24−27.3%ReducedHolders
Q4 202488$80.6K<0.1%+7+8.6%AddedHolders
Q3 202481$71.8K<0.1%00.0%UnchangedHolders
Q2 202481$68.8K<0.1%00.0%UnchangedHolders
Q1 202481$59.3K<0.1%−28−25.7%ReducedHolders
Q4 2023109$71.9K<0.1%−20−15.5%ReducedHolders
Q3 2023129$72.9K<0.1%00.0%UnchangedHolders
Q2 2023129$69.5K<0.1%−18−12.2%ReducedHolders
Q1 2023147$73.0K<0.1%−5−3.3%ReducedHolders
Q4 2022152$69.4K<0.1%00.0%UnchangedHolders
Q3 2022152$72.0K<0.1%−25−14.1%ReducedHolders
Q2 2022177$85.0K<0.1%+30+20.4%AddedHolders
Q1 2022147$85.0K<0.1%−22−13.0%ReducedHolders
Q4 2021169$96.0K<0.1%00.0%UnchangedHolders
Q3 2021169$76.0K<0.1%00.0%UnchangedHolders
Q2 2021169$67.0K<0.1%00.0%UnchangedHolders
Q1 2021169$60.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.