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Disclosery

Peterson Wealth Services: CDNS position timeline

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

Peterson Wealth Services held 12,207 CDNS 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 12,207 shares
    Change vs previous 13F +9 shares

    1% of the 13F portfolio, value $4,581,531.

    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 12,198 shares
    Change vs previous 13F +309 shares

    0.84% of the 13F portfolio, value $3,389,458.

    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 11,889 shares
    Change vs previous 13F -175,226 shares

    0.95% of the 13F portfolio, value $3,716,264.

    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 187,115 shares
    Change vs previous 13F +175,430 shares

    1.13% of the 13F portfolio, value $4,102,014.

    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 11,685 shares
    Change vs previous 13F +207 shares

    0.99% of the 13F portfolio, value $3,600,733.

    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 11,478 shares
    Change vs previous 13F +815 shares

    0.9% of the 13F portfolio, value $2,919,200.

    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 10,663 shares
    Change vs previous 13F +136 shares

    0.96% of the 13F portfolio, value $3,203,805.

    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 10,527 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,853,133.

    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).