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Peterson Wealth Services: FANG position timeline

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

Peterson Wealth Services held 8,458 FANG 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 8,458 shares
    Change vs previous 13F +602 shares

    0.32% of the 13F portfolio, value $1,486,734.

    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 7,856 shares
    Change vs previous 13F -16,117 shares

    0.38% of the 13F portfolio, value $1,553,888.

    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 23,973 shares
    Change vs previous 13F +15,229 shares

    0.92% of the 13F portfolio, value $3,603,829.

    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 8,744 shares
    Change vs previous 13F -19,517 shares

    1.15% of the 13F portfolio, value $4,140,948.

    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 28,261 shares
    Change vs previous 13F +2,999 shares

    1.06% of the 13F portfolio, value $3,883,092.

    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 25,262 shares
    Change vs previous 13F +3,755 shares

    1.25% of the 13F portfolio, value $4,038,855.

    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 21,507 shares
    Change vs previous 13F +104 shares

    1.06% of the 13F portfolio, value $3,523,542.

    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 21,403 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,689,918.

    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).