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Disclosery

PETERSON WEALTH MANAGEMENT: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PETERSON WEALTH MANAGEMENT on COST, newest first. How the timeline and the estimate are built.

PETERSON WEALTH MANAGEMENT held 8,485 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,485 shares
    Change vs previous 13F +1,901 shares

    3.7% of the 13F portfolio, value $7,937,740.

    13F-HR 0001785144-26-000006 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 6,584 shares
    Change vs previous 13F +506 shares

    3.8% of the 13F portfolio, value $6,560,864.

    13F-HR 0001785144-26-000004 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,078 shares
    Change vs previous 13F -459 shares

    3.89% of the 13F portfolio, value $5,241,701.

    13F-HR 0001785144-26-000002 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,537 shares
    Change vs previous 13F +213 shares

    4.19% of the 13F portfolio, value $6,050,599.

    13F-HR 0001785144-25-000005 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,324 shares
    Change vs previous 13F -1,263 shares

    3.71% of the 13F portfolio, value $6,260,141.

    13F-HR 0001172661-25-004290 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,587 shares
    Change vs previous 13F -35 shares

    4.83% of the 13F portfolio, value $7,175,962.

    13F-HR 0001172661-25-002444 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,622 shares
    Change vs previous 13F +325 shares

    4.16% of the 13F portfolio, value $6,983,711.

    13F-HR 0001172661-25-001218 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,297 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $6,468,820.

    13F-HR 0001172661-24-004711 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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