Skip to content
Disclosery

Peterson Wealth Services: PM position timeline

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

Peterson Wealth Services held 44,271 PM 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 44,271 shares
    Change vs previous 13F +9,539 shares

    1.75% of the 13F portfolio, value $8,009,044.

    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 34,732 shares
    Change vs previous 13F +1,375 shares

    1.42% of the 13F portfolio, value $5,742,530.

    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 33,357 shares
    Change vs previous 13F +31,851 shares

    1.37% of the 13F portfolio, value $5,350,506.

    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 1,506 shares
    Change vs previous 13F -31,727 shares

    1.5% of the 13F portfolio, value $5,427,361.

    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 33,233 shares
    Change vs previous 13F +1,135 shares

    1.66% of the 13F portfolio, value $6,052,741.

    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 32,098 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $5,094,916.

    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).