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Peterson Wealth Advisors, LLC: SPYM position timeline

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

Peterson Wealth Advisors, LLC held 2,542,472 SPYM 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 2,542,472 shares
    Change vs previous 13F +83,779 shares

    26.48% of the 13F portfolio, value $228,212,321.

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

  2. period ended2026-06-30
    13F 2,458,693 shares
    Change vs previous 13F +55,339 shares

    25.54% of the 13F portfolio, value $216,069,957.

    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 2,403,354 shares
    Change vs previous 13F +105,611 shares

    24.47% of the 13F portfolio, value $183,952,713.

    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 2,297,743 shares
    Change vs previous 13F -2,291 shares

    24.57% of the 13F portfolio, value $184,324,966.

    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 2,300,034 shares
    Change vs previous 13F +35,563 shares

    27.08% of the 13F portfolio, value $181,058,640.

    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 2,264,471 shares
    Change vs previous 13F +12,837 shares

    27.17% of the 13F portfolio, value $164,604,403.

    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 2,251,634 shares
    Change vs previous 13F -115,330 shares

    25.81% of the 13F portfolio, value $133,589,424.

    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 2,366,964 shares
    Change vs previous 13F not available

    29.7% of the 13F portfolio, value $164,811,727.

    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).