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Disclosery

Peterson Wealth Services: SEIC position timeline

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

Peterson Wealth Services held 2,217 SEIC 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 2,217 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $194,476.

    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 2,213 shares
    Change vs previous 13F +460 shares

    0.04% of the 13F portfolio, value $173,648.

    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 1,753 shares
    Change vs previous 13F -3,217 shares

    0.04% of the 13F portfolio, value $143,781.

    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 4,970 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $148,742.

    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).