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Peterson Wealth Advisors, LLC: SPTM position timeline

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

Peterson Wealth Advisors, LLC held 18,289 SPTM 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 18,289 shares
    Change vs previous 13F -366 shares

    0.2% of the 13F portfolio, value $1,683,469.

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

  2. period ended2026-06-30
    13F 18,655 shares
    Change vs previous 13F +22 shares

    0.2% of the 13F portfolio, value $1,693,675.

    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 18,633 shares
    Change vs previous 13F -139 shares

    0.2% of the 13F portfolio, value $1,473,104.

    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 18,772 shares
    Change vs previous 13F -34,789 shares

    0.21% of the 13F portfolio, value $1,548,687.

    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 53,561 shares
    Change vs previous 13F -4,038 shares

    0.65% of the 13F portfolio, value $4,336,803.

    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 57,599 shares
    Change vs previous 13F -3,242 shares

    0.71% of the 13F portfolio, value $4,313,590.

    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 60,841 shares
    Change vs previous 13F -2,674 shares

    0.72% of the 13F portfolio, value $3,735,007.

    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 63,515 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,582,572.

    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).