Skip to content
Disclosery

Peterson Wealth Services: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peterson Wealth Services on ADI, newest first. How the timeline and the estimate are built.

Peterson Wealth Services held 9,024 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,024 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $3,583,992.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 9,024 shares
    Change vs previous 13F -115 shares

    0.71% of the 13F portfolio, value $2,870,888.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 9,139 shares
    Change vs previous 13F -85,468 shares

    0.63% of the 13F portfolio, value $2,478,606.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 94,607 shares
    Change vs previous 13F +85,190 shares

    0.63% of the 13F portfolio, value $2,294,904.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 9,417 shares
    Change vs previous 13F +250 shares

    0.61% of the 13F portfolio, value $2,241,417.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 9,167 shares
    Change vs previous 13F +1,032 shares

    0.57% of the 13F portfolio, value $1,848,633.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 8,135 shares
    Change vs previous 13F +313 shares

    0.52% of the 13F portfolio, value $1,728,312.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 7,822 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,800,295.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).