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Disclosery

Peterson Financial Group, Inc.: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peterson Financial Group, Inc. on EFG, newest first. How the timeline and the estimate are built.

Peterson Financial Group, Inc. held 7,479 EFG 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 7,479 shares
    Change vs previous 13F -581 shares

    3.1% of the 13F portfolio, value $805,132.

    13F-HR 0001903905-24-000014 filed by Peterson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 8,060 shares
    Change vs previous 13F +982 shares

    5.03% of the 13F portfolio, value $824,588.

    13F-HR 0001903905-24-000004 filed by Peterson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F/A 7,078 shares
    Change vs previous 13F -416 shares

    4.79% of the 13F portfolio, value $734,600.

    13F-HR/A 0001903905-24-000013 filed by Peterson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F/A 7,494 shares
    Change vs previous 13F +825 shares

    4.76% of the 13F portfolio, value $725,806.

    13F-HR/A 0001903905-24-000012 filed by Peterson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F/A 6,669 shares
    Change vs previous 13F +81 shares

    5.72% of the 13F portfolio, value $575,532.

    13F-HR/A 0001903905-24-000011 filed by Peterson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F/A 6,588 shares
    Change vs previous 13F -482 shares

    5.76% of the 13F portfolio, value $628,563.

    13F-HR/A 0001903905-24-000010 filed by Peterson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F/A 7,070 shares
    Change vs previous 13F -1,699 shares

    6.67% of the 13F portfolio, value $662,288.

    13F-HR/A 0001903905-24-000009 filed by Peterson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F/A 8,769 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $734,523.

    13F-HR/A 0001903905-24-000008 filed by Peterson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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