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Pettee Investors, Inc.: NDAQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pettee Investors, Inc. on NDAQ, newest first. How the timeline and the estimate are built.

Pettee Investors, Inc. held 6,725 NDAQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,725 shares
    Change vs previous 13F +2,675 shares

    0.26% of the 13F portfolio, value $530,065.

    13F-HR 0001596901-26-000003 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,050 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $372,236.

    13F-HR 0001596901-26-000002 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,050 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $393,377.

    13F-HR 0001596901-26-000001 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,050 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $358,223.

    13F-HR 0001596901-25-000005 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,050 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $362,151.

    13F-HR 0001596901-25-000003 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,050 shares
    Change vs previous 13F -22,965 shares

    0.18% of the 13F portfolio, value $307,233.

    13F-HR 0001596901-25-000002 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,015 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $2,088,530.

    13F-HR 0001596901-25-000001 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,015 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,972,365.

    13F-HR 0001596901-24-000004 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).