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Peterson Wealth Advisors, LLC: FBND position timeline

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

Peterson Wealth Advisors, LLC held 61,855 FBND 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 61,855 shares
    Change vs previous 13F -3,080 shares

    0.31% of the 13F portfolio, value $2,678,311.

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

  2. period ended2026-06-30
    13F 64,935 shares
    Change vs previous 13F -3,114 shares

    0.35% of the 13F portfolio, value $2,953,886.

    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 68,049 shares
    Change vs previous 13F -20,283 shares

    0.41% of the 13F portfolio, value $3,104,396.

    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 88,332 shares
    Change vs previous 13F -4,386 shares

    0.54% of the 13F portfolio, value $4,066,788.

    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 92,718 shares
    Change vs previous 13F -7,038 shares

    0.64% of the 13F portfolio, value $4,294,717.

    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 99,756 shares
    Change vs previous 13F -7,094 shares

    0.75% of the 13F portfolio, value $4,563,855.

    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 106,850 shares
    Change vs previous 13F -5,516 shares

    0.94% of the 13F portfolio, value $4,840,316.

    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 112,366 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $5,041,861.

    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).