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BIP Wealth, LLC

SEC CIK
0001590214
Latest filing
Aug 3, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by BIP Wealth, 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 Q2 2026 holdings

Shares (Q2 2026)
3,644
Value
$3.41M
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of COST by BIP Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,644$3.41M0.1%+815+28.8%AddedHolders
Q1 20262,829$2.82M0.1%−505−15.1%ReducedHolders
Q4 20253,334$2.88M0.1%+1,606+92.9%AddedHolders
Q3 20251,728$1.60M0.1%+385+28.7%AddedHolders
Q2 20251,343$1.33M0.1%−76−5.4%ReducedHolders
Q1 20251,419$1.34M0.1%−76−5.1%ReducedHolders
Q4 20241,495$1.37M0.1%−4−0.3%ReducedHolders
Q3 20241,499$1.33M0.1%+598+66.4%AddedHolders
Q2 2024901$766.0K0.1%−334−27.0%ReducedHolders
Q1 20241,235$905.2K0.1%+329+36.3%AddedHolders
Q4 2023906$598.2K<0.1%+237+35.4%AddedHolders
Q3 2023669$378.0K<0.1%−194−22.5%ReducedHolders
Q2 2023863$465.1K<0.1%−15−1.7%ReducedHolders
Q1 2023878$436.7K<0.1%–No prior filingHolders