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PETERSON WEALTH MANAGEMENT: XLY position timeline

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

PETERSON WEALTH MANAGEMENT held 59,570 XLY 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 59,570 shares
    Change vs previous 13F +19,540 shares

    3.26% of the 13F portfolio, value $6,986,333.

    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 40,030 shares
    Change vs previous 13F +1,750 shares

    2.53% of the 13F portfolio, value $4,362,479.

    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 38,280 shares
    Change vs previous 13F +13,083 shares

    3.4% of the 13F portfolio, value $4,570,991.

    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 25,197 shares
    Change vs previous 13F -5,195 shares

    4.18% of the 13F portfolio, value $6,038,199.

    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 30,392 shares
    Change vs previous 13F -319 shares

    3.92% of the 13F portfolio, value $6,605,047.

    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 30,711 shares
    Change vs previous 13F +417 shares

    4.08% of the 13F portfolio, value $6,064,239.

    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 30,294 shares
    Change vs previous 13F +893 shares

    4.04% of the 13F portfolio, value $6,796,380.

    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 29,401 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $5,891,011.

    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).