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Peterson Wealth Advisors, LLC: JCPB position timeline

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

Peterson Wealth Advisors, LLC held 495,070 JCPB 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 495,070 shares
    Change vs previous 13F +26,076 shares

    2.57% of the 13F portfolio, value $22,169,250.

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

  2. period ended2026-06-30
    13F 468,994 shares
    Change vs previous 13F +18,346 shares

    2.6% of the 13F portfolio, value $22,014,579.

    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 450,648 shares
    Change vs previous 13F +7,124 shares

    2.82% of the 13F portfolio, value $21,216,528.

    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 443,524 shares
    Change vs previous 13F +54,021 shares

    2.8% of the 13F portfolio, value $21,000,847.

    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 389,503 shares
    Change vs previous 13F +24,315 shares

    2.76% of the 13F portfolio, value $18,466,328.

    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 365,188 shares
    Change vs previous 13F +956 shares

    2.84% of the 13F portfolio, value $17,185,750.

    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 364,232 shares
    Change vs previous 13F +26,037 shares

    3.28% of the 13F portfolio, value $16,995,056.

    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 338,195 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $15,563,742.

    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).