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Disclosery

Peterson Financial Group, Inc.: FEX position timeline

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

Peterson Financial Group, Inc. held 98 FEX 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 98 shares
    Change vs previous 13F +98 shares

    0.04% of the 13F portfolio, value $10,209.

    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 0 shares
    Change vs previous 13F -3,939 shares

    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).

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

  3. period ended2024-03-31
    13F/A 3,939 shares
    Change vs previous 13F -124 shares

    2.55% of the 13F portfolio, value $390,929.

    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 4,063 shares
    Change vs previous 13F +4,063 shares

    2.4% of the 13F portfolio, value $366,379.

    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 ended2023-03-31
    13F/A 0 shares
    Change vs previous 13F -3,107 shares

    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).

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

  6. period ended2022-12-31
    13F/A 3,107 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $248,746.

    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).