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PETERSON WEALTH MANAGEMENT: XLC position timeline

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

PETERSON WEALTH MANAGEMENT held 15,200 XLC 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 15,200 shares
    Change vs previous 13F -288 shares

    0.76% of the 13F portfolio, value $1,628,377.

    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 15,488 shares
    Change vs previous 13F +292 shares

    1% of the 13F portfolio, value $1,717,000.

    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 15,196 shares
    Change vs previous 13F -13,226 shares

    1.33% of the 13F portfolio, value $1,788,929.

    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 28,422 shares
    Change vs previous 13F -7,420 shares

    2.33% of the 13F portfolio, value $3,364,370.

    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 35,842 shares
    Change vs previous 13F +26,395 shares

    2.31% of the 13F portfolio, value $3,889,888.

    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 9,447 shares
    Change vs previous 13F +1,167 shares

    0.61% of the 13F portfolio, value $911,117.

    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 8,280 shares
    Change vs previous 13F +666 shares

    0.48% of the 13F portfolio, value $801,605.

    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 7,614 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $688,306.

    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).