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Peterson Wealth Advisors, LLC: USRT position timeline

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

Peterson Wealth Advisors, LLC held 18,469 USRT 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 18,469 shares
    Change vs previous 13F -112 shares

    0.13% of the 13F portfolio, value $1,137,316.

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

  2. period ended2026-06-30
    13F 18,581 shares
    Change vs previous 13F +22 shares

    0.15% of the 13F portfolio, value $1,234,727.

    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 18,559 shares
    Change vs previous 13F -1,286 shares

    0.15% of the 13F portfolio, value $1,098,493.

    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 19,845 shares
    Change vs previous 13F -217 shares

    0.15% of the 13F portfolio, value $1,130,374.

    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 20,062 shares
    Change vs previous 13F -461 shares

    0.17% of the 13F portfolio, value $1,165,399.

    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 20,523 shares
    Change vs previous 13F -22 shares

    0.19% of the 13F portfolio, value $1,160,761.

    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 20,545 shares
    Change vs previous 13F +5,678 shares

    0.2% of the 13F portfolio, value $1,058,087.

    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 14,867 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $855,580.

    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).