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Peterson Wealth Advisors, LLC: IVW position timeline

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

Peterson Wealth Advisors, LLC held 49,258 IVW 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 49,258 shares
    Change vs previous 13F -692 shares

    0.81% of the 13F portfolio, value $7,007,374.

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

  2. period ended2026-06-30
    13F 49,950 shares
    Change vs previous 13F +482 shares

    0.81% of the 13F portfolio, value $6,869,596.

    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 49,468 shares
    Change vs previous 13F +25 shares

    0.74% of the 13F portfolio, value $5,595,378.

    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 49,443 shares
    Change vs previous 13F -637 shares

    0.81% of the 13F portfolio, value $6,094,383.

    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 50,080 shares
    Change vs previous 13F +529 shares

    0.91% of the 13F portfolio, value $6,058,674.

    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 49,551 shares
    Change vs previous 13F -8,421 shares

    0.9% of the 13F portfolio, value $5,455,616.

    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 57,972 shares
    Change vs previous 13F +1,489 shares

    0.94% of the 13F portfolio, value $4,872,580.

    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 56,483 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $5,832,965.

    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).