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PETERSON WEALTH MANAGEMENT: VIG position timeline

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

PETERSON WEALTH MANAGEMENT held 60,505 VIG 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 60,505 shares
    Change vs previous 13F +15,326 shares

    6.67% of the 13F portfolio, value $14,316,581.

    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 45,179 shares
    Change vs previous 13F +1,229 shares

    5.63% of the 13F portfolio, value $9,716,221.

    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 43,950 shares
    Change vs previous 13F -16,411 shares

    7.18% of the 13F portfolio, value $9,659,436.

    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 60,361 shares
    Change vs previous 13F -9,953 shares

    9.02% of the 13F portfolio, value $13,025,221.

    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 70,314 shares
    Change vs previous 13F +31,397 shares

    8.53% of the 13F portfolio, value $14,391,148.

    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 38,917 shares
    Change vs previous 13F -14,295 shares

    5.08% of the 13F portfolio, value $7,549,431.

    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 53,212 shares
    Change vs previous 13F +3,777 shares

    6.2% of the 13F portfolio, value $10,420,513.

    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 49,435 shares
    Change vs previous 13F not available

    6.26% of the 13F portfolio, value $9,791,077.

    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).