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Disclosery

Peterson Financial Group, Inc.: IWP position timeline

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

Peterson Financial Group, Inc. held 3,504 IWP 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 3,504 shares
    Change vs previous 13F -600 shares

    1.58% of the 13F portfolio, value $411,003.

    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 4,104 shares
    Change vs previous 13F -102 shares

    2.76% of the 13F portfolio, value $452,908.

    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 4,206 shares
    Change vs previous 13F -313 shares

    3.13% of the 13F portfolio, value $480,124.

    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 4,519 shares
    Change vs previous 13F +4,519 shares

    3.1% of the 13F portfolio, value $472,003.

    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 0 shares
    Change vs previous 13F -2,935 shares

    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).

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

  6. period ended2023-06-30
    13F/A 2,935 shares
    Change vs previous 13F -352 shares

    2.6% of the 13F portfolio, value $283,607.

    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 3,287 shares
    Change vs previous 13F -729 shares

    3.01% of the 13F portfolio, value $299,311.

    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 4,016 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $335,762.

    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).