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Peterson Wealth Advisors, LLC: ICSH position timeline

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

Peterson Wealth Advisors, LLC held 9,010 ICSH 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 9,010 shares
    Change vs previous 13F -9,724 shares

    0.05% of the 13F portfolio, value $454,112.

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

  2. period ended2026-06-30
    13F 18,734 shares
    Change vs previous 13F -2,172 shares

    0.11% of the 13F portfolio, value $947,541.

    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 20,906 shares
    Change vs previous 13F -22,922 shares

    0.14% of the 13F portfolio, value $1,058,268.

    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 43,828 shares
    Change vs previous 13F +3,291 shares

    0.3% of the 13F portfolio, value $2,216,836.

    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 40,537 shares
    Change vs previous 13F -7,650 shares

    0.31% of the 13F portfolio, value $2,052,208.

    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 48,187 shares
    Change vs previous 13F -2,978 shares

    0.4% of the 13F portfolio, value $2,443,564.

    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 51,165 shares
    Change vs previous 13F -2,379 shares

    0.5% of the 13F portfolio, value $2,585,345.

    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 53,544 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,702,362.

    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).