Skip to content
Disclosery

Peterson Wealth Advisors, LLC: JBND position timeline

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

Peterson Wealth Advisors, LLC held 993,000 JBND 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 993,000 shares
    Change vs previous 13F +62,947 shares

    5.89% of the 13F portfolio, value $50,762,158.

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

  2. period ended2026-06-30
    13F 930,053 shares
    Change vs previous 13F +36,502 shares

    5.88% of the 13F portfolio, value $49,757,825.

    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 893,551 shares
    Change vs previous 13F +15,263 shares

    6.39% of the 13F portfolio, value $48,046,240.

    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 878,288 shares
    Change vs previous 13F +596,642 shares

    6.33% of the 13F portfolio, value $47,489,046.

    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 281,646 shares
    Change vs previous 13F +105,516 shares

    2.28% of the 13F portfolio, value $15,234,241.

    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 176,130 shares
    Change vs previous 13F +23,359 shares

    1.56% of the 13F portfolio, value $9,438,804.

    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 152,771 shares
    Change vs previous 13F +6,185 shares

    1.57% of the 13F portfolio, value $8,143,464.

    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 146,586 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $7,653,230.

    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).