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Disclosery

Peterson Wealth Services: FCNCA position timeline

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

Peterson Wealth Services held 370 FCNCA 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 370 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $770,849.

    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 363 shares
    Change vs previous 13F +23 shares

    0.17% of the 13F portfolio, value $684,584.

    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 340 shares
    Change vs previous 13F -1,275 shares

    0.19% of the 13F portfolio, value $729,645.

    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 1,615 shares
    Change vs previous 13F +1,284 shares

    0.17% of the 13F portfolio, value $613,304.

    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 331 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $646,826.

    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 328 shares
    Change vs previous 13F -252 shares

    0.19% of the 13F portfolio, value $608,890.

    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 580 shares
    Change vs previous 13F +26 shares

    0.37% of the 13F portfolio, value $1,225,961.

    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 554 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,019,685.

    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).