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Peterson Wealth Advisors, LLC: CGIB position timeline

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

Peterson Wealth Advisors, LLC held 14,598 CGIB 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 14,598 shares
    Change vs previous 13F +1,241 shares

    0.04% of the 13F portfolio, value $363,480.

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

  2. period ended2026-06-30
    13F 13,357 shares
    Change vs previous 13F +688 shares

    0.04% of the 13F portfolio, value $341,013.

    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 12,669 shares
    Change vs previous 13F -278 shares

    0.04% of the 13F portfolio, value $319,696.

    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 12,947 shares
    Change vs previous 13F -3,710 shares

    0.04% of the 13F portfolio, value $328,323.

    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 16,657 shares
    Change vs previous 13F -3,644 shares

    0.06% of the 13F portfolio, value $421,589.

    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 20,301 shares
    Change vs previous 13F -306 shares

    0.08% of the 13F portfolio, value $512,290.

    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 20,607 shares
    Change vs previous 13F -462 shares

    0.1% of the 13F portfolio, value $527,951.

    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 21,069 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $532,624.

    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).