Skip to content
Disclosery

Peterson Wealth Services: SMCI position timeline

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

Peterson Wealth Services held 24,868 SMCI 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 24,868 shares
    Change vs previous 13F +7,740 shares

    0.16% of the 13F portfolio, value $729,378.

    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 17,128 shares
    Change vs previous 13F +15,854 shares

    0.1% of the 13F portfolio, value $390,005.

    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 1,274 shares
    Change vs previous 13F +933 shares

    0.01% of the 13F portfolio, value $37,290.

    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 341 shares
    Change vs previous 13F -17,433 shares

    0.28% of the 13F portfolio, value $1,010,288.

    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 17,774 shares
    Change vs previous 13F +471 shares

    0.24% of the 13F portfolio, value $871,104.

    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 17,303 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $592,455.

    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).