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Peterson Wealth Advisors, LLC: JPST position timeline

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

Peterson Wealth Advisors, LLC held 73,561 JPST 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 73,561 shares
    Change vs previous 13F -793,321 shares

    0.43% of the 13F portfolio, value $3,705,258.

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

  2. period ended2026-06-30
    13F 866,882 shares
    Change vs previous 13F +31,563 shares

    5.18% of the 13F portfolio, value $43,838,205.

    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 835,319 shares
    Change vs previous 13F -44,414 shares

    5.62% of the 13F portfolio, value $42,275,504.

    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 879,733 shares
    Change vs previous 13F +63,666 shares

    5.93% of the 13F portfolio, value $44,505,683.

    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 816,067 shares
    Change vs previous 13F -116,709 shares

    6.18% of the 13F portfolio, value $41,309,290.

    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 932,776 shares
    Change vs previous 13F +967 shares

    7.8% of the 13F portfolio, value $47,273,086.

    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 931,809 shares
    Change vs previous 13F -16,535 shares

    9.08% of the 13F portfolio, value $46,981,817.

    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).

  8. period ended2024-12-31
    13F 948,344 shares
    Change vs previous 13F not available

    8.61% of the 13F portfolio, value $47,796,532.

    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).