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Disclosery

Peterson Wealth Services: FDUS position timeline

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

Peterson Wealth Services held 122 FDUS 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 122 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,332.

    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 122 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,126.

    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 122 shares
    Change vs previous 13F -221 shares

    <0.01% of the 13F portfolio, value $2,353.

    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 343 shares
    Change vs previous 13F +221 shares

    <0.01% of the 13F portfolio, value $2,467.

    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 122 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $2,456.

    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 121 shares
    Change vs previous 13F -206 shares

    <0.01% of the 13F portfolio, value $2,476.

    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 327 shares
    Change vs previous 13F +73 shares

    <0.01% of the 13F portfolio, value $6,871.

    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 254 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,976.

    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).