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Disclosery

Peterson Wealth Services: EXR position timeline

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

Peterson Wealth Services held 4,404 EXR 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 4,404 shares
    Change vs previous 13F +170 shares

    0.14% of the 13F portfolio, value $639,957.

    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 4,234 shares
    Change vs previous 13F +369 shares

    0.14% of the 13F portfolio, value $555,188.

    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 3,865 shares
    Change vs previous 13F -21,009 shares

    0.13% of the 13F portfolio, value $503,326.

    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 24,874 shares
    Change vs previous 13F +21,320 shares

    0.15% of the 13F portfolio, value $543,358.

    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 3,554 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $523,943.

    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).