BAER β€” BRIDGER AEROSPACE GRP HLDGS

Ownership history in Peterson Wealth Advisors, LLC  Β·  9 quarters on record

AI Ownership Summary

Peterson Wealth Advisors, LLC reported BRIDGER AEROSPACE GRP HLDGS (BAER) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.21% in 2024 Q1. The latest visible filing shows BAER at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BAER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peterson Wealth Advisors, LLC's position in BRIDGER AEROSPACE GRP HLDGS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BAER was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Peterson Wealth Advisors, LLC held BAER β€” position size vs. price
% of Fund (quarterly)    BAER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 233,323 β€” 0% 0.06% $462K 2026-04-09 $2.18
2025 Q4 UNCHANGED 233,323 β€” 0% 0.06% $427K 2026-01-09 $2.44
2025 Q3 UNCHANGED 233,323 β€” 0% 0.06% $401K 2025-10-09 $1.66
2025 Q2 UNCHANGED 233,323 β€” 0% 0.07% $450K 2025-07-07 $1.94
2025 Q1 UNCHANGED 233,323 β€” 0% 0.05% $273K 2025-04-30 $1.45
2024 Q4 UNCHANGED 233,323 β€” 0% 0.09% $490K 2025-01-17 $2.98
2024 Q3 ADDED 233,323 +38,887 +20.0% 0.10% $518K 2024-10-24 $3.52
2024 Q2 UNCHANGED 194,436 β€” 0% 0.15% $727K 2024-07-18 $3.23
2024 Q1 INITIATED 194,436 β€” β€” 0.21% $976K 2024-04-15 $5.10

FAQ About Peterson Wealth Advisors, LLC and BAER

These are the practical questions this page is built to answer before you even open the full history table.

How long has Peterson Wealth Advisors, LLC reported owning BAER?

Peterson Wealth Advisors, LLC reported BAER across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BAER position in Peterson Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BAER was 0.21% in 2024 Q1.

What is the latest reported BAER position on this page?

The most recent filing on this page is 2026 Q1, when Peterson Wealth Advisors, LLC reported 233,323 shares, equal to 0.06% of portfolio, with an estimated market value of $462K.

What does the chart on this BAER ownership page compare?

The chart compares Peterson Wealth Advisors, LLC's quarterly BAER portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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