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Disclosery

Peterson Wealth Services: RJF position timeline

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

Peterson Wealth Services held 62,013 RJF 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 62,013 shares
    Change vs previous 13F +152 shares

    2.06% of the 13F portfolio, value $9,427,908.

    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 61,861 shares
    Change vs previous 13F +931 shares

    2.21% of the 13F portfolio, value $8,956,784.

    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 60,930 shares
    Change vs previous 13F +27,313 shares

    2.5% of the 13F portfolio, value $9,784,774.

    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 33,617 shares
    Change vs previous 13F -27,716 shares

    2.91% of the 13F portfolio, value $10,535,769.

    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 61,333 shares
    Change vs previous 13F +735 shares

    2.58% of the 13F portfolio, value $9,406,649.

    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 60,598 shares
    Change vs previous 13F -5,143 shares

    2.61% of the 13F portfolio, value $8,417,728.

    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 65,741 shares
    Change vs previous 13F -231 shares

    3.07% of the 13F portfolio, value $10,211,598.

    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 65,972 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $8,078,954.

    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).