Skip to content
Disclosery

Peterson Wealth Services: O position timeline

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

Peterson Wealth Services held 37,453 O 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 37,453 shares
    Change vs previous 13F +1,662 shares

    0.51% of the 13F portfolio, value $2,320,618.

    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 35,791 shares
    Change vs previous 13F +2,465 shares

    0.54% of the 13F portfolio, value $2,189,681.

    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 33,326 shares
    Change vs previous 13F +30,093 shares

    0.48% of the 13F portfolio, value $1,878,559.

    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 3,233 shares
    Change vs previous 13F -30,256 shares

    0.57% of the 13F portfolio, value $2,043,578.

    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 33,489 shares
    Change vs previous 13F +1,084 shares

    0.53% of the 13F portfolio, value $1,929,321.

    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 32,405 shares
    Change vs previous 13F +4,994 shares

    0.58% of the 13F portfolio, value $1,879,791.

    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 27,411 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,464,020.

    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).