Panoramic Investment Advisors, LLC

SEC CIK: 0001967332
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

COST holding history

Costco Wholesale Corp in every 13F filed by Panoramic Investment Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overview All 13F holders of COST Full Q2 2026 holdings

Shares (Q2 2026): 449
Value: $420.2K
% of portfolio: 0.2%
Quarters held: 5; Since Q2 2025

Holdings of COST by Panoramic Investment Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	449	$420.2K	0.2%	00.0%	Unchanged	Holders
Q1 2026	449	$447.4K	0.2%	00.0%	Unchanged	Holders
Q4 2025	449	$387.2K	0.2%	00.0%	Unchanged	Holders
Q3 2025	449	$415.6K	0.2%	−101−18.4%	Reduced	Holders
Q2 2025	550	$544.5K	0.3%	+550	New	Holders