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Peterson Wealth Advisors, LLC: EFAV position timeline

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

Peterson Wealth Advisors, LLC held 16,039 EFAV 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 16,039 shares
    Change vs previous 13F -41 shares

    0.17% of the 13F portfolio, value $1,461,463.

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

  2. period ended2026-06-30
    13F 16,080 shares
    Change vs previous 13F -536 shares

    0.17% of the 13F portfolio, value $1,410,367.

    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 16,616 shares
    Change vs previous 13F +406 shares

    0.2% of the 13F portfolio, value $1,518,186.

    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 16,210 shares
    Change vs previous 13F -637 shares

    0.19% of the 13F portfolio, value $1,398,141.

    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 16,847 shares
    Change vs previous 13F -953 shares

    0.21% of the 13F portfolio, value $1,428,438.

    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 17,800 shares
    Change vs previous 13F -670 shares

    0.25% of the 13F portfolio, value $1,496,249.

    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 18,470 shares
    Change vs previous 13F -161 shares

    0.26% of the 13F portfolio, value $1,348,302.

    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 18,631 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,317,204.

    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).