Skip to content
Disclosery

Peterson Wealth Advisors, LLC: IJK position timeline

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

Peterson Wealth Advisors, LLC held 8,679 IJK 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 8,679 shares
    Change vs previous 13F +565 shares

    0.11% of the 13F portfolio, value $951,310.

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

  2. period ended2026-06-30
    13F 8,114 shares
    Change vs previous 13F +474 shares

    0.11% of the 13F portfolio, value $953,345.

    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 7,640 shares
    Change vs previous 13F +44 shares

    0.1% of the 13F portfolio, value $768,706.

    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 7,596 shares
    Change vs previous 13F +16 shares

    0.1% of the 13F portfolio, value $735,872.

    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 7,580 shares
    Change vs previous 13F +17 shares

    0.11% of the 13F portfolio, value $724,390.

    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 7,563 shares
    Change vs previous 13F -710 shares

    0.11% of the 13F portfolio, value $688,115.

    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 8,273 shares
    Change vs previous 13F +502 shares

    0.12% of the 13F portfolio, value $622,200.

    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 7,771 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $716,994.

    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).