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Peterson Wealth Advisors, LLC: PYLD position timeline

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

Peterson Wealth Advisors, LLC held 40,935 PYLD 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 40,935 shares
    Change vs previous 13F +5,144 shares

    0.12% of the 13F portfolio, value $1,039,333.

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

  2. period ended2026-06-30
    13F 35,791 shares
    Change vs previous 13F +2,801 shares

    0.11% of the 13F portfolio, value $949,189.

    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 32,990 shares
    Change vs previous 13F -133 shares

    0.11% of the 13F portfolio, value $864,334.

    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 33,123 shares
    Change vs previous 13F -6,083 shares

    0.12% of the 13F portfolio, value $883,721.

    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 39,206 shares
    Change vs previous 13F -8,422 shares

    0.16% of the 13F portfolio, value $1,048,761.

    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 47,628 shares
    Change vs previous 13F -61 shares

    0.21% of the 13F portfolio, value $1,264,047.

    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 47,689 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,236,099.

    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).