Skip to content
Disclosery

Petersen Hastings Wealth Advisors Inc.: DFSI position timeline

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

Petersen Hastings Wealth Advisors Inc. held 17,332 DFSI 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 17,332 shares
    Change vs previous 13F +141 shares

    0.07% of the 13F portfolio, value $781,673.

    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 17,191 shares
    Change vs previous 13F -571 shares

    0.07% of the 13F portfolio, value $728,898.

    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 17,762 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $761,013.

    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).