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Disclosery

Peterson Wealth Services: CLMB position timeline

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

Peterson Wealth Services held 41,573 CLMB 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 41,573 shares
    Change vs previous 13F +38,004 shares

    0.21% of the 13F portfolio, value $964,913.

    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 3,569 shares
    Change vs previous 13F +3,463 shares

    0.02% of the 13F portfolio, value $70,741.

    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 106 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,900.

    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).