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Peterson Wealth Advisors, LLC: AAPL position timeline

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

Peterson Wealth Advisors, LLC held 13,411 AAPL 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 13,411 shares
    Change vs previous 13F -3 shares

    0.52% of the 13F portfolio, value $4,466,197.

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

  2. period ended2026-06-30
    13F 13,414 shares
    Change vs previous 13F -58 shares

    0.46% of the 13F portfolio, value $3,881,355.

    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 13,472 shares
    Change vs previous 13F +271 shares

    0.45% of the 13F portfolio, value $3,419,099.

    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 13,201 shares
    Change vs previous 13F +346 shares

    0.48% of the 13F portfolio, value $3,588,762.

    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 12,855 shares
    Change vs previous 13F +431 shares

    0.49% of the 13F portfolio, value $3,297,125.

    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 12,424 shares
    Change vs previous 13F +39 shares

    0.42% of the 13F portfolio, value $2,549,015.

    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 12,385 shares
    Change vs previous 13F -372 shares

    0.43% of the 13F portfolio, value $2,247,461.

    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 12,757 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $3,104,460.

    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).