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Livermore
Livermore
ZHEN

Viawealth, LLC

SEC CIK
0001965401
Latest filing
Aug 11, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Viawealth, 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)
420
Value
$393.1K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of COST by Viawealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026420$393.1K0.2%+8+1.9%AddedHolders
Q1 2026412$410.6K0.2%+13+3.3%AddedHolders
Q4 2025399$344.0K0.2%−28−6.6%ReducedHolders
Q3 2025427$395.0K0.2%+15+3.6%AddedHolders
Q2 2025412$407.5K0.2%+1+0.2%AddedHolders
Q1 2025411$389.2K0.2%−22−5.1%ReducedHolders
Q4 2024433$397.1K0.2%+5+1.2%AddedHolders
Q3 2024428$379.6K0.2%−11−2.5%ReducedHolders
Q2 2024439$373.2K0.2%00.0%UnchangedHolders
Q1 2024439$321.4K0.2%+1+0.2%AddedHolders
Q4 2023438$289.3K0.2%00.0%UnchangedHolders
Q3 2023438$247.4K0.2%−25−5.4%ReducedHolders
Q2 2023463$249.0K0.2%−49−9.6%ReducedHolders
Q1 2023512$254.4K0.2%+51+11.1%AddedHolders
Q4 2022461$221.0K0.2%–No prior filingHolders