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PETERSON WEALTH MANAGEMENT: EIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PETERSON WEALTH MANAGEMENT on EIG, newest first. How the timeline and the estimate are built.

PETERSON WEALTH MANAGEMENT held 10,424 EIG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,424 shares
    Change vs previous 13F +81 shares

    0.25% of the 13F portfolio, value $526,183.

    13F-HR 0001785144-26-000006 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,343 shares
    Change vs previous 13F +83 shares

    0.25% of the 13F portfolio, value $425,526.

    13F-HR 0001785144-26-000004 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,260 shares
    Change vs previous 13F +82 shares

    0.33% of the 13F portfolio, value $442,940.

    13F-HR 0001785144-26-000002 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,178 shares
    Change vs previous 13F +74 shares

    0.3% of the 13F portfolio, value $432,382.

    13F-HR 0001785144-25-000005 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,104 shares
    Change vs previous 13F +66 shares

    0.28% of the 13F portfolio, value $476,689.

    13F-HR 0001172661-25-004290 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,038 shares
    Change vs previous 13F +59 shares

    0.34% of the 13F portfolio, value $508,339.

    13F-HR 0001172661-25-002444 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,979 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $511,224.

    13F-HR 0001172661-25-001218 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,979 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $478,693.

    13F-HR 0001172661-24-004711 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).