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Livermore
Livermore
ZHEN

Thrive Wealth Management, LLC

SEC CIK
0001847610
Latest filing
Jul 7, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Thrive Wealth Management, 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)
795
Value
$743.5K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of COST by Thrive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026795$743.5K0.1%−10−1.2%ReducedHolders
Q1 2026805$801.9K0.1%+25+3.2%AddedHolders
Q4 2025780$673.0K0.1%−3−0.4%ReducedHolders
Q3 2025783$724.9K0.1%−21−2.6%ReducedHolders
Q2 2025804$795.9K0.1%+54+7.2%AddedHolders
Q1 2025750$709.2K0.1%−15−2.0%ReducedHolders
Q4 2024765$700.6K0.1%−7−0.9%ReducedHolders
Q3 2024772$684.8K0.1%+253+48.7%AddedHolders
Q2 2024519$441.4K0.1%+20+4.0%AddedHolders
Q1 2024499$365.6K0.1%−51−9.3%ReducedHolders
Q4 2023550$363.0K0.1%+8+1.5%AddedHolders
Q3 2023542$306.0K0.1%−3−0.6%ReducedHolders
Q2 2023545$293.6K0.1%−7−1.3%ReducedHolders
Q1 2023552$274.3K0.1%+99+21.9%AddedHolders
Q4 2022453$206.8K0.1%−58−11.4%ReducedHolders
Q3 2022511$241.0K0.1%−26−4.8%ReducedHolders
Q2 2022537$258.0K0.1%+146+37.3%AddedHolders
Q1 2022391$225.0K0.1%+391NewHolders