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Align Financial, LLC

SEC CIK
0002089183
Latest filing
Jul 27, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Align Financial, 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)
276
Value
$258.4K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of COST by Align Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026276$258.4K0.1%00.0%UnchangedHolders
Q1 2026276$275.2K0.2%−237,813−99.9%ReducedHolders
Q4 2025238,089$238.1K0.1%–No prior filingHolders