Skip to content
Disclosery

Peterson Wealth Advisors, LLC: JPIB position timeline

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

Peterson Wealth Advisors, LLC held 211,114 JPIB 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 211,114 shares
    Change vs previous 13F +12,589 shares

    1.14% of the 13F portfolio, value $9,859,034.

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

  2. period ended2026-06-30
    13F 198,525 shares
    Change vs previous 13F +7,068 shares

    1.13% of the 13F portfolio, value $9,598,684.

    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 191,457 shares
    Change vs previous 13F +8,252 shares

    1.22% of the 13F portfolio, value $9,155,485.

    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 183,205 shares
    Change vs previous 13F +2,500 shares

    1.19% of the 13F portfolio, value $8,922,086.

    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 180,705 shares
    Change vs previous 13F +15,868 shares

    1.32% of the 13F portfolio, value $8,816,587.

    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 164,837 shares
    Change vs previous 13F +3,226 shares

    1.32% of the 13F portfolio, value $8,014,355.

    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 161,611 shares
    Change vs previous 13F +4,381 shares

    1.48% of the 13F portfolio, value $7,636,143.

    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 157,230 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $7,451,151.

    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).