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Peterson Wealth Advisors, LLC: VOO position timeline

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

Peterson Wealth Advisors, LLC held 2,218 VOO 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 2,218 shares
    Change vs previous 13F +28 shares

    0.18% of the 13F portfolio, value $1,554,806.

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

  2. period ended2026-06-30
    13F 2,190 shares
    Change vs previous 13F -15 shares

    0.18% of the 13F portfolio, value $1,504,018.

    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 2,205 shares
    Change vs previous 13F +34 shares

    0.18% of the 13F portfolio, value $1,317,364.

    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 2,171 shares
    Change vs previous 13F -122 shares

    0.18% of the 13F portfolio, value $1,361,662.

    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 2,293 shares
    Change vs previous 13F -535 shares

    0.21% of the 13F portfolio, value $1,410,806.

    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 2,828 shares
    Change vs previous 13F +83 shares

    0.27% of the 13F portfolio, value $1,606,615.

    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 2,745 shares
    Change vs previous 13F +1,556 shares

    0.25% of the 13F portfolio, value $1,272,657.

    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 1,189 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $647,119.

    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).