Skip to content
Disclosery

Peterson Wealth Services: DRI position timeline

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

Peterson Wealth Services held 11,764 DRI 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 11,764 shares
    Change vs previous 13F +477 shares

    0.53% of the 13F portfolio, value $2,423,443.

    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 11,287 shares
    Change vs previous 13F +433 shares

    0.55% of the 13F portfolio, value $2,212,754.

    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 10,854 shares
    Change vs previous 13F +9,847 shares

    0.51% of the 13F portfolio, value $1,997,391.

    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 1,007 shares
    Change vs previous 13F -9,890 shares

    0.57% of the 13F portfolio, value $2,067,785.

    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 10,897 shares
    Change vs previous 13F +215 shares

    0.65% of the 13F portfolio, value $2,375,132.

    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 10,682 shares
    Change vs previous 13F +809 shares

    0.69% of the 13F portfolio, value $2,219,241.

    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 9,873 shares
    Change vs previous 13F +638 shares

    0.55% of the 13F portfolio, value $1,843,279.

    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 9,235 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,515,800.

    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).