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Disclosery

Peterson Financial Group, Inc.: STZ position timeline

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

Peterson Financial Group, Inc. held 27 STZ 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 27 shares
    Change vs previous 13F +27 shares

    0.03% of the 13F portfolio, value $6,892.

    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 ended2023-03-31
    13F/A 0 shares
    Change vs previous 13F -3,138 shares

    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).

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

  3. period ended2022-12-31
    13F/A 3,138 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $727,626.

    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).