Skip to content
Disclosery

Peterson Financial Group, Inc.: IOO position timeline

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

Peterson Financial Group, Inc. held 3,096 IOO 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 3,096 shares
    Change vs previous 13F +23 shares

    1.18% of the 13F portfolio, value $306,962.

    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 3,073 shares
    Change vs previous 13F +301 shares

    1.81% of the 13F portfolio, value $296,775.

    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 2,772 shares
    Change vs previous 13F -93 shares

    1.62% of the 13F portfolio, value $247,860.

    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 2,865 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $230,704.

    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).