13F Filings History of Peterson Financial Group, Inc.

Latest 13F report: Q3 2024 - 06 Nov 2024
Value $: $25,982,797
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 $25,982,797 as of Q3 2024. Top holdings included IWY, IWX, EFG, EFV, and VMBS.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Filing Time
Q3 2024	430	$25,982,797	+$9,667,609	-$979,906	+$8,687,703	IWY, IWX, EFG, EFV, VMBS	13F-HR	06 Nov 2024, 12:05
Q2 2024	32	$16,404,243	+$2,978,252	-$2,226,863	+$751,389	IWY, IWX, EFG, EFV, VMBS	13F-HR	12 Aug 2024, 14:46
Q1 2024	29	$15,322,685	+$860,192	-$1,423,783	-$563,591	IWY, IWX, IEMG, IWS, EFV	Restatement	28 Aug 2024, 10:55
Q4 2023	28	$15,238,895	+$4,549,252	-$326,139	+$4,223,113	IWY, IWX, IEMG, VMBS, IWS	Restatement	28 Aug 2024, 10:54
Q3 2023	18	$10,056,064	+$109,307	-$522,560	-$413,253	IWY, IWX, IEMG, VMBS, IWS	Restatement	28 Aug 2024, 10:38
Q2 2023	20	$10,904,049	+$667,680	-$200,494	+$467,186	IWY, IWX, IEMG, VMBS, IWS	Restatement	28 Aug 2024, 10:37
Q1 2023	18	$9,936,521	$0	-$68,628,875	-$68,628,875	IWY, IWX, IEMG, VMBS, IWS	Restatement	27 Aug 2024, 14:56
Q4 2022	75	$75,644,804	+$1,295,286	-$35,379,684	-$34,084,398	MSFT, AAPL, UNH, BRKB, AMZN	Restatement	27 Aug 2024, 14:00
Q3 2022	74	$102,829,795	+$15,380,153	-$9,115,906	+$6,264,247	AAPL, MSFT, AMZN, UNH, GOOGL	Restatement	26 Aug 2024, 16:00
Q2 2022	74	$106,233,778	+$9,670,545	-$1,804,249	+$7,866,296	MSFT, AAPL, AMZN, UNH, GOOGL	Restatement	26 Aug 2024, 15:59
Q1 2022	78	$120,736,370	+$6,293,964	-$915,564	+$5,378,400	AAPL, MSFT, AMZN, GOOGL, BRKB	Restatement	26 Aug 2024, 13:51
Q4 2021	79	$122,555,900	$0	$0	$0	AAPL, MSFT, AMZN, GOOGL, NVDA	Restatement	22 Aug 2024, 15:37