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Peterson Wealth Advisors, LLC: BBRE position timeline

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

Peterson Wealth Advisors, LLC held 4,135 BBRE 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 4,135 shares
    Change vs previous 13F -51 shares

    0.05% of the 13F portfolio, value $412,073.

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

  2. period ended2026-06-30
    13F 4,186 shares
    Change vs previous 13F +65 shares

    0.05% of the 13F portfolio, value $449,016.

    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 4,121 shares
    Change vs previous 13F -479 shares

    0.05% of the 13F portfolio, value $394,363.

    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 4,600 shares
    Change vs previous 13F +68 shares

    0.06% of the 13F portfolio, value $425,917.

    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 4,532 shares
    Change vs previous 13F -217 shares

    0.06% of the 13F portfolio, value $427,928.

    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 4,749 shares
    Change vs previous 13F -119 shares

    0.07% of the 13F portfolio, value $437,458.

    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 4,868 shares
    Change vs previous 13F -230 shares

    0.08% of the 13F portfolio, value $409,713.

    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 5,098 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $479,912.

    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).