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Peterson Wealth Advisors, LLC: IJR position timeline

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

Peterson Wealth Advisors, LLC held 21,054 IJR 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 21,054 shares
    Change vs previous 13F -198 shares

    0.33% of the 13F portfolio, value $2,864,218.

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

  2. period ended2026-06-30
    13F 21,252 shares
    Change vs previous 13F +867 shares

    0.37% of the 13F portfolio, value $3,151,935.

    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 20,385 shares
    Change vs previous 13F -10 shares

    0.34% of the 13F portfolio, value $2,534,096.

    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 20,395 shares
    Change vs previous 13F +102 shares

    0.33% of the 13F portfolio, value $2,451,011.

    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 20,293 shares
    Change vs previous 13F +1,155 shares

    0.36% of the 13F portfolio, value $2,399,495.

    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 19,138 shares
    Change vs previous 13F -4,663 shares

    0.35% of the 13F portfolio, value $2,091,610.

    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 23,801 shares
    Change vs previous 13F +1,134 shares

    0.43% of the 13F portfolio, value $2,221,355.

    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 22,667 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,634,633.

    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).