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Disclosery

Peterson Wealth Services: COST position timeline

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

Peterson Wealth Services held 13,864 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,864 shares
    Change vs previous 13F -225 shares

    2.83% of the 13F portfolio, value $12,969,716.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 14,089 shares
    Change vs previous 13F +143 shares

    3.47% of the 13F portfolio, value $14,038,954.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 13,946 shares
    Change vs previous 13F +10,539 shares

    3.08% of the 13F portfolio, value $12,026,521.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 3,407 shares
    Change vs previous 13F -10,209 shares

    3.49% of the 13F portfolio, value $12,637,314.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 13,616 shares
    Change vs previous 13F +72 shares

    3.69% of the 13F portfolio, value $13,478,678.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 13,544 shares
    Change vs previous 13F -738 shares

    3.97% of the 13F portfolio, value $12,809,254.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 14,282 shares
    Change vs previous 13F -261 shares

    3.93% of the 13F portfolio, value $13,086,135.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 14,543 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $12,892,448.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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