Peterson Financial Group, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$26M
Signature - Title
Linda Richardson - COO
Location
Des Moines, IA
Summary
This page shows a list of all the recent 13F filings made by Peterson Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Peterson Financial Group, Inc. reported 430 stock holdings with total value $26M as of Q3 2024. Top holdings included IWY, IWX, EFG, EFV, and VMBS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 430 $26M +$9.67M -$980K +$8.69M IWY, IWX, EFG, EFV, VMBS 13F-HR 11/6/2024, 12:05 PM
Q2 2024 32 $16.4M +$2.98M -$2.23M +$751K IWY, IWX, EFG, EFV, VMBS 13F-HR 8/12/2024, 02:46 PM
Q1 2024 29 $15.3M +$860K -$1.42M -$564K IWY, IWX, IEMG, IWS, EFV Restatement 8/28/2024, 10:55 AM
Q4 2023 28 $15.2M +$4.55M -$326K +$4.22M IWY, IWX, IEMG, VMBS, IWS Restatement 8/28/2024, 10:54 AM
Q3 2023 18 $10.1M +$109K -$523K -$413K IWY, IWX, IEMG, VMBS, IWS Restatement 8/28/2024, 10:38 AM
Q2 2023 20 $10.9M +$668K -$200K +$467K IWY, IWX, IEMG, VMBS, IWS Restatement 8/28/2024, 10:37 AM
Q1 2023 18 $9.94M $0 -$68.6M -$68.6M IWY, IWX, IEMG, VMBS, IWS Restatement 8/27/2024, 02:56 PM
Q4 2022 75 $75.6M +$1.3M -$35.4M -$34.1M MSFT, AAPL, UNH, BRKB, AMZN Restatement 8/27/2024, 02:00 PM
Q3 2022 74 $103M +$15.4M -$9.12M +$6.26M AAPL, MSFT, AMZN, UNH, GOOGL Restatement 8/26/2024, 04:00 PM
Q2 2022 74 $106M +$9.67M -$1.8M +$7.87M MSFT, AAPL, AMZN, UNH, GOOGL Restatement 8/26/2024, 03:59 PM
Q1 2022 78 $121M +$6.29M -$916K +$5.38M AAPL, MSFT, AMZN, GOOGL, BRKB Restatement 8/26/2024, 01:51 PM
Q4 2021 79 $123M $0 $0 AAPL, MSFT, AMZN, GOOGL, NVDA Restatement 8/22/2024, 03:37 PM