Skip to main content
Livermore
Livermore
ZHEN

Towerpoint Wealth, LLC

SEC CIK
0001731445
Latest filing
Jul 9, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Towerpoint 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)
633
Value
$592.2K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of COST by Towerpoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026633$592.2K0.2%+10+1.6%AddedHolders
Q1 2026623$620.8K0.3%+1+0.2%AddedHolders
Q4 2025622$536.5K0.2%−1,610−72.1%ReducedHolders
Q3 20252,232$2.07M0.8%+63+2.9%AddedHolders
Q2 20252,169$2.15M1.0%+15+0.7%AddedHolders
Q1 20252,154$2.04M1.0%+1,532+246.3%AddedHolders
Q4 2024622$569.9K0.3%00.0%UnchangedHolders
Q3 2024622$551.4K0.3%−70−10.1%ReducedHolders
Q2 2024692$588.2K0.3%+33+5.0%AddedHolders
Q1 2024659$482.8K0.2%+108+19.6%AddedHolders
Q4 2023551$363.7K0.2%00.0%UnchangedHolders
Q3 2023551$311.4K0.2%−145−20.8%ReducedHolders
Q2 2023696$374.8K0.2%+19+2.8%AddedHolders
Q1 2023677$336.4K0.2%00.0%UnchangedHolders
Q4 2022677$309.1K0.2%−10−1.5%ReducedHolders
Q3 2022687$324.0K0.2%+10+1.5%AddedHolders
Q2 2022677$324.0K0.2%00.0%UnchangedHolders
Q1 2022677$390.0K0.2%00.0%UnchangedHolders
Q4 2021677$384.0K0.2%00.0%UnchangedHolders
Q3 2021677$304.0K0.2%−7−1.0%ReducedHolders
Q2 2021684$271.0K0.1%+7+1.0%AddedHolders
Q1 2021677$239.0K0.1%––Holders

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