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Peterson Wealth Advisors, LLC: SPMD position timeline

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

Peterson Wealth Advisors, LLC held 778,920 SPMD 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 778,920 shares
    Change vs previous 13F +30,636 shares

    5.7% of the 13F portfolio, value $49,103,102.

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

  2. period ended2026-06-30
    13F 748,284 shares
    Change vs previous 13F +17,488 shares

    5.97% of the 13F portfolio, value $50,554,079.

    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 730,796 shares
    Change vs previous 13F -4,750 shares

    5.76% of the 13F portfolio, value $43,277,717.

    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 735,546 shares
    Change vs previous 13F +1,867 shares

    5.68% of the 13F portfolio, value $42,595,476.

    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 733,679 shares
    Change vs previous 13F +36,950 shares

    6.27% of the 13F portfolio, value $41,900,395.

    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 696,729 shares
    Change vs previous 13F +10,347 shares

    6.25% of the 13F portfolio, value $37,888,109.

    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 686,382 shares
    Change vs previous 13F +13,633 shares

    6.09% of the 13F portfolio, value $31,511,814.

    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 672,749 shares
    Change vs previous 13F not available

    6.69% of the 13F portfolio, value $37,149,208.

    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).