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Peterson Wealth Services: PACS position timeline

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

Peterson Wealth Services held 51,004 PACS 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 51,004 shares
    Change vs previous 13F -2,668 shares

    0.47% of the 13F portfolio, value $2,174,811.

    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 53,672 shares
    Change vs previous 13F +854 shares

    0.43% of the 13F portfolio, value $1,723,945.

    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 52,818 shares
    Change vs previous 13F -31,210 shares

    0.52% of the 13F portfolio, value $2,027,683.

    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 84,028 shares
    Change vs previous 13F +30,701 shares

    0.22% of the 13F portfolio, value $781,951.

    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 53,327 shares
    Change vs previous 13F +2,167 shares

    0.19% of the 13F portfolio, value $688,985.

    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 51,160 shares
    Change vs previous 13F +13,912 shares

    0.18% of the 13F portfolio, value $575,038.

    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 37,248 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $488,321.

    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).