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Disclosery

Peterson Financial Group, Inc.: VTV position timeline

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

Peterson Financial Group, Inc. held 1,620 VTV 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 1,620 shares
    Change vs previous 13F +313 shares

    1.09% of the 13F portfolio, value $282,877.

    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 1,307 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $209,608.

    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 1,307 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $212,810.

    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).