Peterson Financial Group, Inc.: BRK-B position timeline

Peterson Financial Group, Inc. held 553 BRK-B shares at 2024-09-30 per its 13F-HR filed 2024-11-06.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 553 shares

   Change vs previous 13F +11 shares

   0.98% of the 13F portfolio, value $254,390.

   13F-HR 0001903905-24-000014 filed by Peterson Financial Group, Inc.
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 542 shares

   Change vs previous 13F +26 shares

   1.34% of the 13F portfolio, value $220,368.

   13F-HR 0001903905-24-000004 filed by Peterson Financial Group, Inc.
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F/A 516 shares

   Change vs previous 13F +516 shares

   1.42% of the 13F portfolio, value $216,866.

   13F-HR/A 0001903905-24-000013 filed by Peterson Financial Group, Inc.
   Filed 2024-08-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2023-03-31

   13F/A 0 shares

   Change vs previous 13F -6,305 shares

   13F-HR/A 0001903905-24-000009 filed by Peterson Financial Group, Inc.
   Filed 2024-08-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2022-12-31

   13F/A 6,305 shares

   Change vs previous 13F not available

   2.57% of the 13F portfolio, value $1,947,643.

   13F-HR/A 0001903905-24-000008 filed by Peterson Financial Group, Inc.
   Filed 2024-08-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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