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Peterson Wealth Services: HD position timeline

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

Peterson Wealth Services held 17,587 HD 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 17,587 shares
    Change vs previous 13F +901 shares

    1.35% of the 13F portfolio, value $6,202,490.

    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 16,686 shares
    Change vs previous 13F +705 shares

    1.36% of the 13F portfolio, value $5,487,892.

    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 15,981 shares
    Change vs previous 13F +14,951 shares

    1.41% of the 13F portfolio, value $5,498,953.

    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 1,030 shares
    Change vs previous 13F -14,601 shares

    1.77% of the 13F portfolio, value $6,389,223.

    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 15,631 shares
    Change vs previous 13F +271 shares

    1.57% of the 13F portfolio, value $5,730,863.

    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 15,360 shares
    Change vs previous 13F +764 shares

    1.74% of the 13F portfolio, value $5,629,196.

    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 14,596 shares
    Change vs previous 13F +419 shares

    1.7% of the 13F portfolio, value $5,677,520.

    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 14,177 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $5,744,583.

    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).