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Peterson Wealth Advisors, LLC: VFH position timeline

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

Peterson Wealth Advisors, LLC held 2,633 VFH 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 2,633 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $342,465.

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

  2. period ended2026-06-30
    13F 2,625 shares
    Change vs previous 13F +94 shares

    0.04% of the 13F portfolio, value $345,491.

    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 2,531 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $305,829.

    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 2,525 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $337,062.

    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).