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Peterson Wealth Advisors, LLC: SPDW position timeline

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

Peterson Wealth Advisors, LLC held 2,053,612 SPDW 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 2,053,612 shares
    Change vs previous 13F +80,245 shares

    11.96% of the 13F portfolio, value $103,111,836.

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

  2. period ended2026-06-30
    13F 1,973,367 shares
    Change vs previous 13F +92,935 shares

    11.75% of the 13F portfolio, value $99,437,970.

    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 1,880,432 shares
    Change vs previous 13F +252,527 shares

    11.42% of the 13F portfolio, value $85,841,715.

    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 1,627,905 shares
    Change vs previous 13F +12,630 shares

    9.64% of the 13F portfolio, value $72,295,240.

    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 1,615,275 shares
    Change vs previous 13F +19,793 shares

    10.46% of the 13F portfolio, value $69,941,419.

    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 1,595,482 shares
    Change vs previous 13F +30,424 shares

    10.66% of the 13F portfolio, value $64,601,083.

    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 1,565,058 shares
    Change vs previous 13F -11,800 shares

    9.93% of the 13F portfolio, value $51,396,511.

    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 1,576,858 shares
    Change vs previous 13F not available

    9.74% of the 13F portfolio, value $54,038,909.

    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).