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Peterson Wealth Advisors, LLC: IDEV position timeline

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

Peterson Wealth Advisors, LLC held 128,339 IDEV 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 128,339 shares
    Change vs previous 13F -1,846 shares

    1.33% of the 13F portfolio, value $11,483,794.

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

  2. period ended2026-06-30
    13F 130,185 shares
    Change vs previous 13F +992 shares

    1.37% of the 13F portfolio, value $11,587,811.

    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 129,193 shares
    Change vs previous 13F -6,651 shares

    1.44% of the 13F portfolio, value $10,796,667.

    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 135,844 shares
    Change vs previous 13F -4,529 shares

    1.49% of the 13F portfolio, value $11,204,432.

    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 140,373 shares
    Change vs previous 13F -2,112 shares

    1.7% of the 13F portfolio, value $11,367,372.

    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 142,485 shares
    Change vs previous 13F +4,325 shares

    1.79% of the 13F portfolio, value $10,834,525.

    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 138,160 shares
    Change vs previous 13F -40,804 shares

    1.66% of the 13F portfolio, value $8,572,858.

    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 178,964 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $11,566,459.

    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).