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PETERSON WEALTH MANAGEMENT: PEP position timeline

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

PETERSON WEALTH MANAGEMENT held 9,673 PEP 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 9,673 shares
    Change vs previous 13F +24 shares

    0.61% of the 13F portfolio, value $1,309,786.

    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 9,649 shares
    Change vs previous 13F +89 shares

    0.87% of the 13F portfolio, value $1,498,409.

    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 9,560 shares
    Change vs previous 13F -3,354 shares

    1.02% of the 13F portfolio, value $1,372,023.

    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 12,914 shares
    Change vs previous 13F -968 shares

    1.26% of the 13F portfolio, value $1,813,679.

    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 13,882 shares
    Change vs previous 13F -6,466 shares

    1.09% of the 13F portfolio, value $1,832,984.

    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 20,348 shares
    Change vs previous 13F -13,776 shares

    2.05% of the 13F portfolio, value $3,050,935.

    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 34,124 shares
    Change vs previous 13F -567 shares

    3.09% of the 13F portfolio, value $5,188,838.

    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 34,691 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $5,899,241.

    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).