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Peterson Wealth Advisors, LLC: CLIP position timeline

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

Peterson Wealth Advisors, LLC held 234,219 CLIP 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 234,219 shares
    Change vs previous 13F -12,633 shares

    2.73% of the 13F portfolio, value $23,501,490.

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

  2. period ended2026-06-30
    13F 246,852 shares
    Change vs previous 13F +9,345 shares

    2.93% of the 13F portfolio, value $24,769,134.

    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 237,507 shares
    Change vs previous 13F -6,697 shares

    3.17% of the 13F portfolio, value $23,836,200.

    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 244,204 shares
    Change vs previous 13F +21,374 shares

    3.26% of the 13F portfolio, value $24,447,270.

    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 222,830 shares
    Change vs previous 13F -23,887 shares

    3.34% of the 13F portfolio, value $22,320,832.

    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 246,717 shares
    Change vs previous 13F +378 shares

    4.09% of the 13F portfolio, value $24,775,278.

    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 246,339 shares
    Change vs previous 13F +53,655 shares

    4.77% of the 13F portfolio, value $24,669,616.

    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 192,684 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $19,295,398.

    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).