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Disclosery

PETERSON WEALTH MANAGEMENT: IVT position timeline

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

PETERSON WEALTH MANAGEMENT held 4,268 IVT 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 4,268 shares
    Change vs previous 13F +33 shares

    0.07% of the 13F portfolio, value $151,084.

    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 4,235 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $128,989.

    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).