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Peterson Wealth Advisors, LLC: SPSM position timeline

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

Peterson Wealth Advisors, LLC held 688,151 SPSM 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 688,151 shares
    Change vs previous 13F +20,312 shares

    4.22% of the 13F portfolio, value $36,375,650.

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

  2. period ended2026-06-30
    13F 667,839 shares
    Change vs previous 13F +12,692 shares

    4.55% of the 13F portfolio, value $38,514,271.

    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 655,147 shares
    Change vs previous 13F -63,708 shares

    4.21% of the 13F portfolio, value $31,656,681.

    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 718,855 shares
    Change vs previous 13F -10,284 shares

    4.49% of the 13F portfolio, value $33,685,539.

    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 729,139 shares
    Change vs previous 13F +33,313 shares

    5.03% of the 13F portfolio, value $33,613,325.

    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 695,826 shares
    Change vs previous 13F +13,804 shares

    4.89% of the 13F portfolio, value $29,642,207.

    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 682,022 shares
    Change vs previous 13F -58 shares

    4.8% of the 13F portfolio, value $24,846,061.

    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 682,080 shares
    Change vs previous 13F not available

    5.58% of the 13F portfolio, value $30,959,614.

    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).