Peterson Wealth Services historic quarter change: USA Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Peterson Wealth Services opened 2 positions, added to 1, reduced 0 and sold out of 2.
- Q2 2025: Stock ASML; Country of operation —; Class N Y REGISTRY SHS; Principal before $7,540.
- Q2 2025: Stock STM; Country of operation —; Class NY REGISTRY; Principal before $37.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1906799), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| O'Keefe Stevens Advisory, Inc. | United States | $0.405B | 76 |
| CARDEROCK CAPITAL MANAGEMENT INC | United States | $0.405B | 73 |
| Compass Wealth Management LLC | United States | $0.405B | 75 |
| SK Wealth Management, LLC | United States | $0.405B | 78 |
| Meiji Yasuda America Inc | United States | $0.404B | 57 |
| COFG Advisors, LLC | United States | $0.404B | 241 |
| SWS Partners | United States | $0.405B | 112 |
| Northeast Financial Group, Inc. | United States | $0.404B | 90 |
| Aspen Capital Management, LLC | United States | $0.404B | 77 |
| Strategic Financial Concepts, LLC | United States | $0.405B | 298 |