Peterson Wealth Services: BC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peterson Wealth Services on BC, newest first. How the timeline and the estimate are built.
Peterson Wealth Services held 14,771 BC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 14,771 sharesChange vs previous 13F +333 shares
0.27% of the 13F portfolio, value $1,244,325.
13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,438 sharesChange vs previous 13F +931 shares
0.26% of the 13F portfolio, value $1,050,503.
13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,507 sharesChange vs previous 13F +1,829 shares
0.26% of the 13F portfolio, value $1,002,731.
13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,678 sharesChange vs previous 13F -1,688 shares
0.24% of the 13F portfolio, value $866,937.
13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,366 sharesChange vs previous 13F -233 shares
0.2% of the 13F portfolio, value $738,353.
13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,599 sharesChange vs previous 13F +331 shares
0.23% of the 13F portfolio, value $732,288.
13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,268 sharesChange vs previous 13F +847 shares
0.26% of the 13F portfolio, value $858,195.
13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,421 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $1,041,164.
13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).