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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

  1. period ended2026-06-30
    13F 14,771 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 14,438 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 13,507 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 11,678 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 13,366 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 13,599 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 13,268 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 12,421 shares
    Change 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), ingested

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