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Peterson Wealth Advisors, LLC: IVV position timeline

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

Peterson Wealth Advisors, LLC held 20,576 IVV 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 20,576 shares
    Change vs previous 13F -368 shares

    1.83% of the 13F portfolio, value $15,757,888.

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

  2. period ended2026-06-30
    13F 20,944 shares
    Change vs previous 13F -551 shares

    1.85% of the 13F portfolio, value $15,684,408.

    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 21,495 shares
    Change vs previous 13F -3,186 shares

    1.87% of the 13F portfolio, value $14,041,024.

    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 24,681 shares
    Change vs previous 13F -337 shares

    2.25% of the 13F portfolio, value $16,905,036.

    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 25,018 shares
    Change vs previous 13F -372 shares

    2.52% of the 13F portfolio, value $16,822,331.

    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 25,390 shares
    Change vs previous 13F +1,025 shares

    2.6% of the 13F portfolio, value $15,764,637.

    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 24,365 shares
    Change vs previous 13F +13,805 shares

    2.38% of the 13F portfolio, value $12,338,074.

    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 10,560 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $6,278,900.

    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).