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Disclosery

Peterson Financial Group, Inc.: VTWO position timeline

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

Peterson Financial Group, Inc. held 3,031 VTWO 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 3,031 shares
    Change vs previous 13F -343 shares

    1.04% of the 13F portfolio, value $270,860.

    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 3,374 shares
    Change vs previous 13F -1,318 shares

    1.69% of the 13F portfolio, value $276,578.

    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 4,692 shares
    Change vs previous 13F -382 shares

    2.6% of the 13F portfolio, value $399,090.

    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 5,074 shares
    Change vs previous 13F -775 shares

    2.7% of the 13F portfolio, value $411,500.

    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 5,849 shares
    Change vs previous 13F +18 shares

    4.16% of the 13F portfolio, value $417,857.

    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 5,831 shares
    Change vs previous 13F +53 shares

    4.04% of the 13F portfolio, value $440,940.

    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 5,778 shares
    Change vs previous 13F -1,084 shares

    4.19% of the 13F portfolio, value $416,480.

    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 6,862 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $482,897.

    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).