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Disclosery

Peterson Wealth Services: IDCC position timeline

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

Peterson Wealth Services held 2,375 IDCC 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 2,375 shares
    Change vs previous 13F +123 shares

    0.15% of the 13F portfolio, value $672,493.

    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 2,252 shares
    Change vs previous 13F +138 shares

    0.17% of the 13F portfolio, value $680,032.

    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 2,114 shares
    Change vs previous 13F +1,737 shares

    0.17% of the 13F portfolio, value $673,095.

    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 377 shares
    Change vs previous 13F -1,625 shares

    0.2% of the 13F portfolio, value $737,058.

    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 2,002 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $448,908.

    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).