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Peterson Wealth Advisors, LLC: CGCB position timeline

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

Peterson Wealth Advisors, LLC held 8,516 CGCB 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 8,516 shares
    Change vs previous 13F +122 shares

    0.02% of the 13F portfolio, value $212,734.

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

  2. period ended2026-06-30
    13F 8,394 shares
    Change vs previous 13F +87 shares

    0.03% of the 13F portfolio, value $219,743.

    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 8,307 shares
    Change vs previous 13F +176 shares

    0.03% of the 13F portfolio, value $218,140.

    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 8,131 shares
    Change vs previous 13F -595 shares

    0.03% of the 13F portfolio, value $215,639.

    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 8,726 shares
    Change vs previous 13F +1,112 shares

    0.03% of the 13F portfolio, value $232,288.

    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 7,614 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $200,248.

    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).