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Peterson Wealth Services: FIX position timeline

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

Peterson Wealth Services held 16,094 FIX 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 16,094 shares
    Change vs previous 13F -276 shares

    6.95% of the 13F portfolio, value $31,897,939.

    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 16,370 shares
    Change vs previous 13F -77 shares

    5.58% of the 13F portfolio, value $22,573,495.

    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 16,447 shares
    Change vs previous 13F -43,884 shares

    3.93% of the 13F portfolio, value $15,349,580.

    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 60,331 shares
    Change vs previous 13F +41,129 shares

    4.27% of the 13F portfolio, value $15,440,921.

    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 19,202 shares
    Change vs previous 13F +93 shares

    2.82% of the 13F portfolio, value $10,296,347.

    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 19,109 shares
    Change vs previous 13F +52 shares

    1.91% of the 13F portfolio, value $6,159,277.

    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 19,057 shares
    Change vs previous 13F -260 shares

    2.43% of the 13F portfolio, value $8,081,479.

    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 19,317 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $7,540,374.

    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).