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Peterson Wealth Advisors, LLC: FHEQ position timeline

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

Peterson Wealth Advisors, LLC held 19,864 FHEQ 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 19,864 shares
    Change vs previous 13F -681 shares

    0.08% of the 13F portfolio, value $668,612.

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

  2. period ended2026-06-30
    13F 20,545 shares
    Change vs previous 13F -603 shares

    0.08% of the 13F portfolio, value $676,558.

    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 21,148 shares
    Change vs previous 13F -10,956 shares

    0.08% of the 13F portfolio, value $622,163.

    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 32,104 shares
    Change vs previous 13F -1,932 shares

    0.13% of the 13F portfolio, value $992,324.

    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 34,036 shares
    Change vs previous 13F -1,724 shares

    0.16% of the 13F portfolio, value $1,043,197.

    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 35,760 shares
    Change vs previous 13F -4,333 shares

    0.17% of the 13F portfolio, value $1,030,597.

    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 40,093 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,020,220.

    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).