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Peterson Financial Group, Inc.: USIG position timeline

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

Peterson Financial Group, Inc. held 11,829 USIG 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 11,829 shares
    Change vs previous 13F -1,030 shares

    2.39% of the 13F portfolio, value $621,961.

    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 12,859 shares
    Change vs previous 13F +607 shares

    3.94% of the 13F portfolio, value $645,661.

    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 12,252 shares
    Change vs previous 13F -1,128 shares

    4.06% of the 13F portfolio, value $622,036.

    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 13,380 shares
    Change vs previous 13F +1,292 shares

    4.5% of the 13F portfolio, value $685,839.

    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 12,088 shares
    Change vs previous 13F +343 shares

    5.78% of the 13F portfolio, value $581,060.

    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 11,745 shares
    Change vs previous 13F +304 shares

    5.4% of the 13F portfolio, value $588,290.

    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 11,441 shares
    Change vs previous 13F -2,458 shares

    5.83% of the 13F portfolio, value $579,589.

    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 13,899 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $682,569.

    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).