ELEVATION WEALTH PARTNERS, LLC
Position in COST — Costco Wholesale Corp /New
CIK 1976256
WALNUT CREEK, CA
Position in COST
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$775,504
-$26,622 QoQ
Shares Held
829
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#2,789
of 4,178 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,193,254 across 6 Discount Stores names. COST ranks #1 (65.0% of the industry book) .
All Filings in COST
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,504 | 829 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $802,126 | 805 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $728,677 | 845 | Shares | Sole | 2026-01-09 | |
| 2025-06-30 | $946,382 | 956 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $904,165 | 956 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $934,595 | 1,020 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,027,476 | 1,159 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $985,138 | 1,159 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $875,492 | 1,195 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,037,645 | 1,572 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $205,645 | 364 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $195,970 | 364 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $230,547 | 464 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||