Skip to content
Disclosery

Peterson Financial Group, Inc.: IWX position timeline

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

Peterson Financial Group, Inc. held 17,565 IWX 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 17,565 shares
    Change vs previous 13F -1,601 shares

    5.49% of the 13F portfolio, value $1,427,518.

    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 19,166 shares
    Change vs previous 13F -659 shares

    8.74% of the 13F portfolio, value $1,434,031.

    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 19,825 shares
    Change vs previous 13F -847 shares

    9.87% of the 13F portfolio, value $1,513,060.

    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 20,672 shares
    Change vs previous 13F +3,118 shares

    9.52% of the 13F portfolio, value $1,450,560.

    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 17,554 shares
    Change vs previous 13F -234 shares

    11.41% of the 13F portfolio, value $1,147,499.

    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 17,788 shares
    Change vs previous 13F +179 shares

    11% of the 13F portfolio, value $1,199,632.

    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 17,609 shares
    Change vs previous 13F -4,855 shares

    11.54% of the 13F portfolio, value $1,146,347.

    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 22,464 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $1,459,492.

    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).