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Petersen Hastings Wealth Advisors Inc.: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Petersen Hastings Wealth Advisors Inc. on DFIV, newest first. How the timeline and the estimate are built.

Petersen Hastings Wealth Advisors Inc. held 1,101,723 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,101,723 shares
    Change vs previous 13F -18,058 shares

    4.99% of the 13F portfolio, value $59,515,095.

    13F-HR 0002109614-26-000003 filed by Petersen Hastings Wealth Advisors Inc.
    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 1,119,781 shares
    Change vs previous 13F -4,164 shares

    5.41% of the 13F portfolio, value $59,102,048.

    13F-HR 0002109614-26-000002 filed by Petersen Hastings Wealth Advisors Inc.
    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 1,123,945 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $56,084,872.

    13F-HR 0002109614-26-000001 filed by Petersen Hastings Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).