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Peterson Wealth ServicesGrowthConcentrated trader

CIK: 0001906799 | SOUTH OGDEN, UT

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR223$474.2M2026-10-26SEC ↗
Q2 2026
13F-HR245$458.7M2026-07-27SEC ↗
Q1 2026
13F-HR215$404.7M2026-04-30SEC ↗
Q4 2025
13F-HR218$391.1M2026-02-12SEC ↗
Q3 2025
13F-HR216$405.2M2025-11-04SEC ↗
Q2 2025
13F-HR221$365.0M2025-07-31SEC ↗
Q1 2025
13F-HR206$322.8M2025-05-05SEC ↗
Q4 2024
13F-HR217$333.1M2025-01-29SEC ↗
Q3 2024
13F-HR218$313.1M2024-11-07SEC ↗
Q2 2024
13F-HR111$286.1M2024-07-30SEC ↗
Q1 2024
13F-HR112$274.6M2024-05-01SEC ↗
Q4 2023
13F-HR105$233.2M2024-01-31SEC ↗
Q3 2023
13F-HR63$133.7M2023-11-14SEC ↗
Q2 2023
13F-HR89$208.3M2023-07-13SEC ↗
Q1 2023
13F-HR91$194.3M2023-04-06SEC ↗
Q4 2022
13F-HR89$174.6M2023-01-20SEC ↗
Q3 2022
13F-HR85$14.4M2022-11-09SEC ↗
Q2 2022
13F-HR85$11.0M2022-07-11SEC ↗
Q1 2022
13F-HR87$7.9M2022-04-18SEC ↗
Q4 2021
13F-HR87$8.3M2022-01-31SEC ↗