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Peterson Financial Group, Inc.: IWY position timeline

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

Peterson Financial Group, Inc. held 10,765 IWY 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 10,765 shares
    Change vs previous 13F -1,134 shares

    9.12% of the 13F portfolio, value $2,368,775.

    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 11,899 shares
    Change vs previous 13F -464 shares

    15.56% of the 13F portfolio, value $2,552,585.

    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 12,363 shares
    Change vs previous 13F -926 shares

    15.74% of the 13F portfolio, value $2,411,976.

    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 13,289 shares
    Change vs previous 13F +903 shares

    15.28% of the 13F portfolio, value $2,328,436.

    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 12,386 shares
    Change vs previous 13F +112 shares

    18.95% of the 13F portfolio, value $1,905,322.

    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 12,274 shares
    Change vs previous 13F +397 shares

    17.85% of the 13F portfolio, value $1,946,118.

    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 11,877 shares
    Change vs previous 13F -2,276 shares

    16.61% of the 13F portfolio, value $1,650,047.

    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 14,153 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $1,705,894.

    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).