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Disclosery

Peterson Wealth Services: CME position timeline

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

Peterson Wealth Services held 10,484 CME 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 10,484 shares
    Change vs previous 13F +440 shares

    0.5% of the 13F portfolio, value $2,315,205.

    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 10,044 shares
    Change vs previous 13F +376 shares

    0.73% of the 13F portfolio, value $2,966,398.

    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 9,668 shares
    Change vs previous 13F +7,664 shares

    0.68% of the 13F portfolio, value $2,640,134.

    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 2,004 shares
    Change vs previous 13F -7,842 shares

    0.73% of the 13F portfolio, value $2,630,271.

    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 9,846 shares
    Change vs previous 13F +176 shares

    0.74% of the 13F portfolio, value $2,713,839.

    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 9,670 shares
    Change vs previous 13F +983 shares

    0.79% of the 13F portfolio, value $2,565,461.

    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 8,687 shares
    Change vs previous 13F +540 shares

    0.61% of the 13F portfolio, value $2,017,431.

    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 8,147 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,797,709.

    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).