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Peterson Wealth Advisors, LLC: HEQT position timeline

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

Peterson Wealth Advisors, LLC held 102,659 HEQT 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 102,659 shares
    Change vs previous 13F -9,794 shares

    0.41% of the 13F portfolio, value $3,523,241.

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

  2. period ended2026-06-30
    13F 112,453 shares
    Change vs previous 13F -4,679 shares

    0.45% of the 13F portfolio, value $3,771,668.

    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 117,132 shares
    Change vs previous 13F -11,029 shares

    0.49% of the 13F portfolio, value $3,689,653.

    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 128,161 shares
    Change vs previous 13F -11,971 shares

    0.55% of the 13F portfolio, value $4,107,567.

    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 140,132 shares
    Change vs previous 13F -7,401 shares

    0.66% of the 13F portfolio, value $4,385,002.

    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 147,533 shares
    Change vs previous 13F -8,498 shares

    0.73% of the 13F portfolio, value $4,433,376.

    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 156,031 shares
    Change vs previous 13F +102,412 shares

    0.83% of the 13F portfolio, value $4,314,256.

    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 53,619 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,593,551.

    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).