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Peterson Wealth Advisors, LLC: CGMS position timeline

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

Peterson Wealth Advisors, LLC held 12,228 CGMS 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 12,228 shares
    Change vs previous 13F -2,942 shares

    0.04% of the 13F portfolio, value $320,752.

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

  2. period ended2026-06-30
    13F 15,170 shares
    Change vs previous 13F -120 shares

    0.05% of the 13F portfolio, value $414,605.

    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 15,290 shares
    Change vs previous 13F -8,431 shares

    0.06% of the 13F portfolio, value $416,351.

    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 23,721 shares
    Change vs previous 13F -1,303 shares

    0.09% of the 13F portfolio, value $655,171.

    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 25,024 shares
    Change vs previous 13F -490 shares

    0.1% of the 13F portfolio, value $696,156.

    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 25,514 shares
    Change vs previous 13F -473 shares

    0.12% of the 13F portfolio, value $704,709.

    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 25,987 shares
    Change vs previous 13F -62,826 shares

    0.13% of the 13F portfolio, value $690,734.

    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 88,813 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,421,042.

    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).