Skip to content
Disclosery

Peterson Wealth Services: STRL position timeline

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

Peterson Wealth Services held 4,674 STRL 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 4,674 shares
    Change vs previous 13F -181 shares

    0.86% of the 13F portfolio, value $3,923,169.

    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 4,855 shares
    Change vs previous 13F -54 shares

    0.49% of the 13F portfolio, value $1,977,296.

    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 4,909 shares
    Change vs previous 13F +4,872 shares

    0.38% of the 13F portfolio, value $1,503,283.

    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 37 shares
    Change vs previous 13F -5,014 shares

    0.47% of the 13F portfolio, value $1,703,835.

    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 5,051 shares
    Change vs previous 13F -3 shares

    0.32% of the 13F portfolio, value $1,165,417.

    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 5,054 shares
    Change vs previous 13F +103 shares

    0.18% of the 13F portfolio, value $572,163.

    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 4,951 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $833,996.

    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).