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HMV Wealth Advisors, LLC

SEC CIK
0002054904
Latest filing
Jul 13, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by HMV 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)
260
Value
$243.2K
% of portfolio
0.1%
Quarters held
2
Since Q2 2025
Holdings of COST by HMV Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026260$243.2K0.1%+260NewHolders
Q3 20250$00.0%−213−100.0%Sold outHolders
Q2 2025213$210.9K0.1%+213NewHolders