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Peterson Wealth Advisors, LLC: CGSM position timeline

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

Peterson Wealth Advisors, LLC held 17,901 CGSM 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 17,901 shares
    Change vs previous 13F -1,410 shares

    0.05% of the 13F portfolio, value $460,245.

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

  2. period ended2026-06-30
    13F 19,311 shares
    Change vs previous 13F -1,649 shares

    0.06% of the 13F portfolio, value $509,517.

    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 20,960 shares
    Change vs previous 13F -1,996 shares

    0.07% of the 13F portfolio, value $550,820.

    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 22,956 shares
    Change vs previous 13F -946 shares

    0.08% of the 13F portfolio, value $604,672.

    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 23,902 shares
    Change vs previous 13F +12,893 shares

    0.09% of the 13F portfolio, value $630,293.

    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 11,009 shares
    Change vs previous 13F -1,178 shares

    0.05% of the 13F portfolio, value $287,105.

    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 12,187 shares
    Change vs previous 13F +414 shares

    0.06% of the 13F portfolio, value $315,642.

    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 11,773 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $306,089.

    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).