PETERSON WEALTH MANAGEMENT: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PETERSON WEALTH MANAGEMENT on HD, newest first. How the timeline and the estimate are built.
PETERSON WEALTH MANAGEMENT held 680 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 680 sharesChange vs previous 13F -370 shares
0.11% of the 13F portfolio, value $239,718.
13F-HR 0001785144-26-000006 filed by PETERSON WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,050 sharesChange vs previous 13F +85 shares
0.2% of the 13F portfolio, value $345,296.
13F-HR 0001785144-26-000004 filed by PETERSON WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 965 sharesChange vs previous 13F -537 shares
0.25% of the 13F portfolio, value $331,950.
13F-HR 0001785144-26-000002 filed by PETERSON WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,502 sharesChange vs previous 13F +1,502 shares
0.42% of the 13F portfolio, value $608,479.
13F-HR 0001785144-25-000005 filed by PETERSON WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -10,266 shares
13F-HR 0001172661-25-004290 filed by PETERSON WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 10,266 sharesChange vs previous 13F +1,395 shares
2.53% of the 13F portfolio, value $3,762,299.
13F-HR 0001172661-25-002444 filed by PETERSON WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,871 sharesChange vs previous 13F +401 shares
2.05% of the 13F portfolio, value $3,450,554.
13F-HR 0001172661-25-001218 filed by PETERSON WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,470 sharesChange vs previous 13F not available
2.19% of the 13F portfolio, value $3,432,184.
13F-HR 0001172661-24-004711 filed by PETERSON WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).