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Disclosery

Peterson Wealth Services: FIS position timeline

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

Peterson Wealth Services held 27,192 FIS 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 27,192 shares
    Change vs previous 13F +3,499 shares

    0.23% of the 13F portfolio, value $1,057,244.

    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 23,693 shares
    Change vs previous 13F +3,474 shares

    0.27% of the 13F portfolio, value $1,111,433.

    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 20,219 shares
    Change vs previous 13F +20,097 shares

    0.34% of the 13F portfolio, value $1,343,762.

    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 122 shares
    Change vs previous 13F -23,280 shares

    0.43% of the 13F portfolio, value $1,543,496.

    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 23,402 shares
    Change vs previous 13F +516 shares

    0.52% of the 13F portfolio, value $1,905,167.

    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 22,886 shares
    Change vs previous 13F +1,949 shares

    0.53% of the 13F portfolio, value $1,709,154.

    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 20,937 shares
    Change vs previous 13F +776 shares

    0.51% of the 13F portfolio, value $1,691,104.

    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 20,161 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,688,468.

    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).