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David Wealth Management LLC

SEC CIK
0002042337
Latest filing
Jul 22, 2025

COST holding history

Costco Wholesale Corp in every 13F filed by David 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 2025 holdings

Shares (Q2 2025)
303
Value
$300.0K
% of portfolio
0.2%
Quarters held
3
Since Q4 2024
Holdings of COST by David Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2025303$300.0K0.2%+3+1.0%AddedHolders
Q1 2025300$283.8K0.2%00.0%UnchangedHolders
Q4 2024300$274.9K0.2%–No prior filingHolders