Skip to main content

Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Vertrix 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 2026 holdings

Shares (Q2 2026)
841
Value
$786.7K
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of COST by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026841$786.7K0.3%−10−1.2%ReducedHolders
Q1 2026851$848.0K0.3%–No prior filingHolders