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Disclosery

PETERSON WEALTH MANAGEMENT: META position timeline

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

PETERSON WEALTH MANAGEMENT held 7,240 META 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 7,240 shares
    Change vs previous 13F +2,543 shares

    1.9% of the 13F portfolio, value $4,078,426.

    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 4,697 shares
    Change vs previous 13F +199 shares

    1.56% of the 13F portfolio, value $2,687,237.

    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 4,498 shares
    Change vs previous 13F +257 shares

    2.21% of the 13F portfolio, value $2,969,018.

    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 4,241 shares
    Change vs previous 13F -234 shares

    2.16% of the 13F portfolio, value $3,114,270.

    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 4,475 shares
    Change vs previous 13F +3,990 shares

    1.96% of the 13F portfolio, value $3,302,792.

    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 485 shares
    Change vs previous 13F +140 shares

    0.19% of the 13F portfolio, value $279,812.

    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 345 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $202,167.

    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).