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Peterson Wealth Advisors, LLC: JPIE position timeline

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

Peterson Wealth Advisors, LLC held 442,990 JPIE 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 442,990 shares
    Change vs previous 13F +28,356 shares

    2.31% of the 13F portfolio, value $19,885,812.

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

  2. period ended2026-06-30
    13F 414,634 shares
    Change vs previous 13F +8,434 shares

    2.26% of the 13F portfolio, value $19,093,917.

    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 406,200 shares
    Change vs previous 13F +15,582 shares

    2.49% of the 13F portfolio, value $18,713,630.

    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 390,618 shares
    Change vs previous 13F +308,876 shares

    2.41% of the 13F portfolio, value $18,081,730.

    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 81,742 shares
    Change vs previous 13F +52,392 shares

    0.57% of the 13F portfolio, value $3,777,691.

    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 29,350 shares
    Change vs previous 13F +14,332 shares

    0.22% of the 13F portfolio, value $1,359,507.

    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 15,018 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $681,817.

    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).