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Petersen Hastings Wealth Advisors Inc.: GWX position timeline

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

Petersen Hastings Wealth Advisors Inc. held 10,611 GWX 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 10,611 shares
    Change vs previous 13F -403 shares

    0.04% of the 13F portfolio, value $464,337.

    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 11,014 shares
    Change vs previous 13F -152 shares

    0.04% of the 13F portfolio, value $465,121.

    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 11,166 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $456,243.

    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).