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Peterson Wealth Advisors, LLC: VGSH position timeline

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

Peterson Wealth Advisors, LLC held 11,374 VGSH 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 11,374 shares
    Change vs previous 13F -1,620 shares

    0.08% of the 13F portfolio, value $654,716.

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

  2. period ended2026-06-30
    13F 12,994 shares
    Change vs previous 13F -479 shares

    0.09% of the 13F portfolio, value $756,234.

    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 13,473 shares
    Change vs previous 13F -634 shares

    0.1% of the 13F portfolio, value $788,701.

    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 14,107 shares
    Change vs previous 13F -742 shares

    0.11% of the 13F portfolio, value $828,525.

    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 14,849 shares
    Change vs previous 13F -1,152 shares

    0.13% of the 13F portfolio, value $872,238.

    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 16,001 shares
    Change vs previous 13F -1,581 shares

    0.16% of the 13F portfolio, value $940,550.

    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 17,582 shares
    Change vs previous 13F -306 shares

    0.2% of the 13F portfolio, value $1,032,039.

    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 17,888 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,040,342.

    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).