Skip to content
Disclosery

Peterson Wealth Advisors, LLC: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peterson Wealth Advisors, LLC on COST, newest first. How the timeline and the estimate are built.

Peterson Wealth Advisors, LLC held 666 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 666 shares
    Change vs previous 13F -36 shares

    0.07% of the 13F portfolio, value $606,597.

    13F-HR 0002085853-26-001111 filed by Peterson Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 702 shares
    Change vs previous 13F +53 shares

    0.08% of the 13F portfolio, value $656,840.

    13F-HR 0002085853-26-000972 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 649 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $646,642.

    13F-HR 0002085853-26-000306 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 648 shares
    Change vs previous 13F +43 shares

    0.07% of the 13F portfolio, value $559,052.

    13F-HR 0002085853-26-000021 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 605 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $553,303.

    13F-HR 0002085853-25-000042 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 597 shares
    Change vs previous 13F +26 shares

    0.1% of the 13F portfolio, value $591,247.

    13F-HR 0001667731-25-000728 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 571 shares
    Change vs previous 13F +126 shares

    0.1% of the 13F portfolio, value $518,274.

    13F-HR 0001667731-25-000558 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 445 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $408,105.

    13F-HR 0001667731-25-000049 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).