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Disclosery

Peterson Financial Group, Inc.: EFV position timeline

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

Peterson Financial Group, Inc. held 13,621 EFV 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 13,621 shares
    Change vs previous 13F -814 shares

    3.02% of the 13F portfolio, value $783,628.

    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 14,435 shares
    Change vs previous 13F +886 shares

    4.67% of the 13F portfolio, value $765,611.

    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 13,549 shares
    Change vs previous 13F -1,030 shares

    4.81% of the 13F portfolio, value $737,053.

    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 14,579 shares
    Change vs previous 13F +2,333 shares

    4.98% of the 13F portfolio, value $759,568.

    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 12,246 shares
    Change vs previous 13F +47 shares

    5.96% of the 13F portfolio, value $599,190.

    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 12,199 shares
    Change vs previous 13F -289 shares

    5.48% of the 13F portfolio, value $597,022.

    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 12,488 shares
    Change vs previous 13F -4,036 shares

    6.1% of the 13F portfolio, value $606,048.

    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 16,524 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $758,110.

    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).