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PETERSON WEALTH MANAGEMENT: MA position timeline

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

PETERSON WEALTH MANAGEMENT held 2,075 MA 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 2,075 shares
    Change vs previous 13F +129 shares

    0.5% of the 13F portfolio, value $1,065,594.

    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 1,946 shares
    Change vs previous 13F +155 shares

    0.56% of the 13F portfolio, value $972,378.

    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 1,791 shares
    Change vs previous 13F -7,019 shares

    0.76% of the 13F portfolio, value $1,022,653.

    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 8,810 shares
    Change vs previous 13F +394 shares

    3.47% of the 13F portfolio, value $5,011,497.

    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 8,416 shares
    Change vs previous 13F +891 shares

    2.8% of the 13F portfolio, value $4,729,442.

    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 7,525 shares
    Change vs previous 13F -3,404 shares

    2.78% of the 13F portfolio, value $4,124,508.

    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 10,929 shares
    Change vs previous 13F +158 shares

    3.42% of the 13F portfolio, value $5,754,692.

    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 10,771 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $5,318,918.

    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).