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PETERSON WEALTH MANAGEMENT: XLP position timeline

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

PETERSON WEALTH MANAGEMENT held 17,246 XLP 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 17,246 shares
    Change vs previous 13F +1,028 shares

    0.67% of the 13F portfolio, value $1,432,629.

    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 16,218 shares
    Change vs previous 13F -93 shares

    0.77% of the 13F portfolio, value $1,329,547.

    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 16,311 shares
    Change vs previous 13F -1,463 shares

    0.94% of the 13F portfolio, value $1,267,053.

    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 17,774 shares
    Change vs previous 13F +614 shares

    0.97% of the 13F portfolio, value $1,392,921.

    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 17,160 shares
    Change vs previous 13F -18,385 shares

    0.82% of the 13F portfolio, value $1,389,417.

    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 35,545 shares
    Change vs previous 13F +510 shares

    1.95% of the 13F portfolio, value $2,902,946.

    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 35,035 shares
    Change vs previous 13F +1,961 shares

    1.64% of the 13F portfolio, value $2,754,127.

    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 33,074 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,745,171.

    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).