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PETERSON WEALTH MANAGEMENT: XLF position timeline

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

PETERSON WEALTH MANAGEMENT held 45,453 XLF 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 45,453 shares
    Change vs previous 13F +21,327 shares

    1.14% of the 13F portfolio, value $2,436,743.

    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 24,126 shares
    Change vs previous 13F +380 shares

    0.69% of the 13F portfolio, value $1,191,093.

    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 23,746 shares
    Change vs previous 13F -58,743 shares

    0.97% of the 13F portfolio, value $1,300,543.

    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 82,489 shares
    Change vs previous 13F -16,669 shares

    3.08% of the 13F portfolio, value $4,443,690.

    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 99,158 shares
    Change vs previous 13F +85,476 shares

    3.08% of the 13F portfolio, value $5,192,924.

    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 13,682 shares
    Change vs previous 13F +1,037 shares

    0.46% of the 13F portfolio, value $681,510.

    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 12,645 shares
    Change vs previous 13F -62 shares

    0.36% of the 13F portfolio, value $611,122.

    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 12,707 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $575,871.

    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).