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Peterson Financial Group, Inc.: IUSV position timeline

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

Peterson Financial Group, Inc. held 3,689 IUSV 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 3,689 shares
    Change vs previous 13F +11 shares

    1.36% of the 13F portfolio, value $352,240.

    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 3,678 shares
    Change vs previous 13F -198 shares

    1.98% of the 13F portfolio, value $324,123.

    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 3,876 shares
    Change vs previous 13F -111 shares

    2.29% of the 13F portfolio, value $350,503.

    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 3,987 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $336,242.

    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).