Peterson Wealth Services

SEC CIK: 0001906799
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CLMB holding history

Climb Global Solutions, Inc. in every 13F filed by Peterson Wealth Services, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CLMB overview All 13F holders of CLMB Full Q2 2026 holdings

Shares (Q2 2026): 41,573
Value: $964.9K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of CLMB by Peterson Wealth Services, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	41,573	$964.9K	0.2%	+38,004+1,064.8%	Added	Holders
Q1 2026	3,569	$70.7K	<0.1%	+3,145+741.7%	AddedConverted for a 4-for-1 split	Holders
Q4 2025	106	$10.9K	<0.1%	+106	New	Holders