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Disclosery

Peterson Wealth Services: META position timeline

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

Peterson Wealth Services held 7,708 META 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 7,708 shares
    Change vs previous 13F +34 shares

    0.95% of the 13F portfolio, value $4,341,747.

    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 7,674 shares
    Change vs previous 13F +422 shares

    1.08% of the 13F portfolio, value $4,390,523.

    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 7,252 shares
    Change vs previous 13F +4,398 shares

    1.22% of the 13F portfolio, value $4,787,274.

    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 2,854 shares
    Change vs previous 13F -4,030 shares

    1.4% of the 13F portfolio, value $5,047,872.

    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 6,884 shares
    Change vs previous 13F +98 shares

    1.39% of the 13F portfolio, value $5,081,352.

    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 6,786 shares
    Change vs previous 13F +1,138 shares

    1.21% of the 13F portfolio, value $3,911,170.

    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 5,648 shares
    Change vs previous 13F +194 shares

    0.99% of the 13F portfolio, value $3,307,036.

    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 5,454 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $3,122,173.

    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).