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Disclosery

Peterson Wealth Services: CB position timeline

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

Peterson Wealth Services held 12,078 CB 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 12,078 shares
    Change vs previous 13F +413 shares

    0.9% of the 13F portfolio, value $4,115,380.

    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 11,665 shares
    Change vs previous 13F +417 shares

    0.94% of the 13F portfolio, value $3,802,031.

    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 11,248 shares
    Change vs previous 13F +9,314 shares

    0.9% of the 13F portfolio, value $3,510,562.

    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 1,934 shares
    Change vs previous 13F -9,357 shares

    0.88% of the 13F portfolio, value $3,184,680.

    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 11,291 shares
    Change vs previous 13F +247 shares

    0.9% of the 13F portfolio, value $3,271,225.

    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 11,044 shares
    Change vs previous 13F +965 shares

    1.03% of the 13F portfolio, value $3,335,015.

    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 10,079 shares
    Change vs previous 13F +544 shares

    0.84% of the 13F portfolio, value $2,784,758.

    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 9,535 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,749,874.

    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).