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Peterson Financial Group, Inc.: VMBS position timeline

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

Peterson Financial Group, Inc. held 14,057 VMBS 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 14,057 shares
    Change vs previous 13F -1,230 shares

    2.55% of the 13F portfolio, value $663,653.

    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 15,287 shares
    Change vs previous 13F +41 shares

    4.23% of the 13F portfolio, value $694,024.

    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 15,246 shares
    Change vs previous 13F -3,582 shares

    4.54% of the 13F portfolio, value $695,390.

    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 18,828 shares
    Change vs previous 13F +2,908 shares

    5.73% of the 13F portfolio, value $872,882.

    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 15,920 shares
    Change vs previous 13F +746 shares

    6.93% of the 13F portfolio, value $696,985.

    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 15,174 shares
    Change vs previous 13F +416 shares

    6.4% of the 13F portfolio, value $697,870.

    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 14,758 shares
    Change vs previous 13F -4,061 shares

    6.91% of the 13F portfolio, value $686,970.

    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 18,819 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $856,627.

    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).