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Peterson Wealth Services: IEFA position timeline

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

Peterson Wealth Services held 22,272 IEFA 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 22,272 shares
    Change vs previous 13F +4,287 shares

    0.47% of the 13F portfolio, value $2,151,023.

    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 17,985 shares
    Change vs previous 13F +2,494 shares

    0.4% of the 13F portfolio, value $1,628,176.

    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 15,491 shares
    Change vs previous 13F +15,231 shares

    0.35% of the 13F portfolio, value $1,385,821.

    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 260 shares
    Change vs previous 13F -11,713 shares

    0.29% of the 13F portfolio, value $1,032,871.

    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 11,973 shares
    Change vs previous 13F +15 shares

    0.27% of the 13F portfolio, value $999,500.

    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 11,958 shares
    Change vs previous 13F -1,386 shares

    0.28% of the 13F portfolio, value $904,640.

    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 13,344 shares
    Change vs previous 13F -10 shares

    0.28% of the 13F portfolio, value $937,798.

    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 13,354 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,042,299.

    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).