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Peterson Wealth Advisors, LLC: IJH position timeline

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

Peterson Wealth Advisors, LLC held 23,342 IJH 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 23,342 shares
    Change vs previous 13F -1,564 shares

    0.19% of the 13F portfolio, value $1,679,478.

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

  2. period ended2026-06-30
    13F 24,906 shares
    Change vs previous 13F -1,527 shares

    0.23% of the 13F portfolio, value $1,920,525.

    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 26,433 shares
    Change vs previous 13F -197 shares

    0.24% of the 13F portfolio, value $1,785,047.

    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 26,630 shares
    Change vs previous 13F -341 shares

    0.23% of the 13F portfolio, value $1,757,575.

    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 26,971 shares
    Change vs previous 13F -1,711 shares

    0.26% of the 13F portfolio, value $1,757,166.

    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 28,682 shares
    Change vs previous 13F +665 shares

    0.29% of the 13F portfolio, value $1,778,885.

    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 28,017 shares
    Change vs previous 13F +18,851 shares

    0.28% of the 13F portfolio, value $1,465,303.

    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 9,166 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $576,612.

    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).