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Peterson Wealth Advisors, LLC: SPEM position timeline

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

Peterson Wealth Advisors, LLC held 46,510 SPEM 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 46,510 shares
    Change vs previous 13F -982 shares

    0.28% of the 13F portfolio, value $2,407,383.

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

  2. period ended2026-06-30
    13F 47,492 shares
    Change vs previous 13F -780 shares

    0.29% of the 13F portfolio, value $2,459,150.

    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 48,272 shares
    Change vs previous 13F +837 shares

    0.3% of the 13F portfolio, value $2,264,438.

    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 47,435 shares
    Change vs previous 13F -19,651 shares

    0.3% of the 13F portfolio, value $2,220,415.

    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 67,086 shares
    Change vs previous 13F -590 shares

    0.47% of the 13F portfolio, value $3,169,133.

    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 67,676 shares
    Change vs previous 13F -1,899 shares

    0.48% of the 13F portfolio, value $2,892,467.

    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 69,575 shares
    Change vs previous 13F +10,264 shares

    0.47% of the 13F portfolio, value $2,447,641.

    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 59,311 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,281,696.

    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).