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Livermore
Livermore
ZHEN

Spectrum Wealth Advisory Group, LLC

SEC CIK
0001776821
Latest filing
Aug 6, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Spectrum Wealth Advisory Group, 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)
445
Value
$416.2K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of COST by Spectrum Wealth Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026445$416.2K0.1%−14−3.1%ReducedHolders
Q1 2026459$456.9K0.2%−54−10.5%ReducedHolders
Q4 2025513$442.6K0.2%+39+8.2%AddedHolders
Q3 2025474$438.7K0.2%−15−3.1%ReducedHolders
Q2 2025489$483.8K0.2%00.0%UnchangedHolders
Q1 2025489$462.1K0.2%+1+0.2%AddedHolders
Q4 2024488$447.5K0.2%+11+2.3%AddedHolders
Q3 2024477$423.1K0.2%−202−29.7%ReducedHolders
Q2 2024679$576.9K0.6%+201+42.1%AddedHolders
Q1 2024478$350.6K0.4%+2+0.4%AddedHolders
Q4 2023476$314.1K0.4%00.0%UnchangedHolders
Q3 2023476$268.7K0.4%+1+0.2%AddedHolders
Q2 2023475$256.0K0.3%−14−2.9%ReducedHolders
Q1 2023489$242.9K0.3%00.0%UnchangedHolders
Q4 2022489$223.0K0.3%+1+0.2%AddedHolders
Q3 2022488$231.0K0.3%00.0%UnchangedHolders
Q2 2022488$234.0K0.3%−100−17.0%ReducedHolders
Q1 2022588$339.0K0.3%00.0%UnchangedHolders
Q4 2021588$334.0K0.3%−29−4.7%ReducedHolders
Q3 2021617$277.0K0.3%00.0%UnchangedHolders
Q2 2021617$244.0K0.2%+617NewHolders