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Livermore
Livermore
ZHEN

Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Planned Solutions, Inc., 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)
648
Value
$606.2K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of COST by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026648$606.2K0.2%+19+3.0%AddedHolders
Q1 2026629$626.8K0.2%−95−13.1%ReducedHolders
Q4 2025724$624.3K0.2%+225+45.1%AddedHolders
Q3 2025499$461.9K0.2%+10+2.0%AddedHolders
Q2 2025489$484.1K0.2%00.0%UnchangedHolders
Q1 2025489$462.4K0.2%−35−6.7%ReducedHolders
Q4 2024524$480.0K0.2%−60−10.3%ReducedHolders
Q3 2024584$517.5K0.2%+27+4.8%AddedHolders
Q2 2024557$473.1K0.2%−60−9.7%ReducedHolders
Q1 2024617$451.7K0.2%+1+0.2%AddedHolders
Q4 2023616$406.9K0.2%+74+13.7%AddedHolders
Q3 2023542$306.2K0.2%00.0%UnchangedHolders
Q2 2023542$291.8K0.2%00.0%UnchangedHolders
Q1 2023542$269.3K0.2%+7+1.3%AddedHolders
Q4 2022535$244.2K0.2%+15+2.9%AddedHolders
Q3 2022520$246.0K0.2%−20−3.7%ReducedHolders
Q2 2022540$259.0K0.2%00.0%UnchangedHolders
Q1 2022540$311.0K0.2%−330−37.9%ReducedHolders
Q4 2021870$494.0K0.3%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 2021870$344.0K0.2%00.0%UnchangedHolders
Q1 2021870$307.0K0.2%––Holders

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