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PETERSON WEALTH MANAGEMENT: QQQ position timeline

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

PETERSON WEALTH MANAGEMENT held 44,722 QQQ 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 44,722 shares
    Change vs previous 13F +6,042 shares

    15.35% of the 13F portfolio, value $32,933,219.

    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 38,680 shares
    Change vs previous 13F +250 shares

    12.94% of the 13F portfolio, value $22,325,131.

    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 38,430 shares
    Change vs previous 13F +11,741 shares

    17.54% of the 13F portfolio, value $23,607,678.

    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 26,689 shares
    Change vs previous 13F -8,764 shares

    11.1% of the 13F portfolio, value $16,023,265.

    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 35,453 shares
    Change vs previous 13F +5,734 shares

    11.6% of the 13F portfolio, value $19,557,032.

    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 29,719 shares
    Change vs previous 13F +292 shares

    9.38% of the 13F portfolio, value $13,935,694.

    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 29,427 shares
    Change vs previous 13F +840 shares

    8.95% of the 13F portfolio, value $15,044,086.

    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 28,587 shares
    Change vs previous 13F not available

    8.92% of the 13F portfolio, value $13,952,684.

    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).