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Peterson Wealth Advisors, LLC: VNQ position timeline

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

Peterson Wealth Advisors, LLC held 105,693 VNQ 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 105,693 shares
    Change vs previous 13F +3,887 shares

    1.1% of the 13F portfolio, value $9,473,294.

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

  2. period ended2026-06-30
    13F 101,806 shares
    Change vs previous 13F +1,206 shares

    1.16% of the 13F portfolio, value $9,817,124.

    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 100,600 shares
    Change vs previous 13F -24,632 shares

    1.19% of the 13F portfolio, value $8,923,200.

    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 125,232 shares
    Change vs previous 13F +6,650 shares

    1.48% of the 13F portfolio, value $11,081,796.

    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 118,582 shares
    Change vs previous 13F +15,403 shares

    1.6% of the 13F portfolio, value $10,699,687.

    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 103,179 shares
    Change vs previous 13F +1,723 shares

    1.52% of the 13F portfolio, value $9,189,142.

    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 101,456 shares
    Change vs previous 13F -150 shares

    1.61% of the 13F portfolio, value $8,318,356.

    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 101,606 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $9,088,625.

    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).