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Livermore
Livermore
ZHEN

Three Bridge Wealth Advisors, LLC

SEC CIK
0001950962
Latest filing
Jul 27, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Three Bridge Wealth Advisors, 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)
636
Value
$595.0K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of COST by Three Bridge Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026636$595.0K0.1%00.0%UnchangedHolders
Q1 2026636$633.7K0.2%+93+17.1%AddedHolders
Q4 2025543$468.3K0.1%00.0%UnchangedHolders
Q3 2025543$502.6K0.1%−395−42.1%ReducedHolders
Q2 2025938$928.6K0.2%+364+63.4%AddedHolders
Q1 2025574$542.9K0.2%00.0%UnchangedHolders
Q4 2024574$525.9K0.2%00.0%UnchangedHolders
Q3 2024574$508.9K0.2%00.0%UnchangedHolders
Q2 2024574$487.9K0.2%00.0%UnchangedHolders
Q1 2024574$420.5K0.2%00.0%UnchangedHolders
Q4 2023574$387.5K0.1%00.0%UnchangedHolders
Q3 2023574$324.3K0.1%00.0%UnchangedHolders
Q2 2023574$309.0K0.1%00.0%UnchangedHolders
Q1 2023574$285.2K0.1%00.0%UnchangedHolders
Q4 2022574$262.0K0.1%−76−11.7%ReducedHolders
Q3 2022650$307.0K0.2%00.0%UnchangedHolders
Q2 2022650$312.0K0.2%00.0%UnchangedHolders
Q1 2022650$374.0K0.1%–No prior filingHolders