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Peterson Wealth Advisors, LLC: VOT position timeline

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

Peterson Wealth Advisors, LLC held 1,476 VOT 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 1,476 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $431,174.

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

  2. period ended2026-06-30
    13F 1,478 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $452,772.

    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 1,468 shares
    Change vs previous 13F -234 shares

    0.05% of the 13F portfolio, value $377,800.

    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 1,702 shares
    Change vs previous 13F +603 shares

    0.06% of the 13F portfolio, value $475,117.

    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 1,099 shares
    Change vs previous 13F +89 shares

    0.05% of the 13F portfolio, value $323,234.

    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 1,010 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $287,258.

    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 1,017 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $224,237.

    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).