PETERSON WEALTH MANAGEMENT
Holdings in EIG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $442,924 | 10,260 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $432,361 | 10,178 | Shares | Sole | 2025-12-17 |
| 2025-06-30 | $476,706 | 10,104 | Shares | Sole | 2025-10-15 |
| 2025-03-31 | $508,324 | 10,038 | Shares | Sole | 2025-06-16 |
| 2024-12-31 | $511,224 | 9,979 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $478,692 | 9,979 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $425,404 | 9,979 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $452,946 | 9,979 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $393,172 | 9,979 | Shares | Sole | 2024-02-22 |
| 2023-09-30 | $398,661 | 9,979 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $373,314 | 9,979 | Shares | Sole | 2023-08-17 |
| 2023-03-31 | $416,024 | 9,979 | Shares | Sole | 2023-08-17 |
| 2022-12-31 | $430,394 | 9,979 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $344,175 | 9,979 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $418,020 | 9,979 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $409,338 | 9,979 | Shares | Sole | 2022-04-26 |
| 2021-12-31 | $412,931 | 9,979 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $394,070 | 9,979 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $427,101 | 9,979 | Shares | Sole | 2021-08-03 |
| 2021-03-31 | $858,056 | 19,927 | Shares | Sole | 2021-04-19 |
| 2020-12-31 | $647,855 | 20,126 | Shares | Sole | 2021-03-10 |
| 2020-09-30 | $611,080 | 20,201 | Shares | Sole | 2020-11-03 |