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Pettinga Financial Advisors LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pettinga Financial Advisors LLC on DFAE, newest first. How the timeline and the estimate are built.

Pettinga Financial Advisors LLC held 141,501 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 141,501 shares
    Change vs previous 13F -4,481 shares

    0.92% of the 13F portfolio, value $5,562,391.

    13F-HR 0001694592-26-000008 filed by Pettinga Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 145,982 shares
    Change vs previous 13F -1,618 shares

    0.94% of the 13F portfolio, value $5,869,933.

    13F-HR 0001694592-26-000005 filed by Pettinga Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 147,600 shares
    Change vs previous 13F +111 shares

    0.94% of the 13F portfolio, value $4,997,748.

    13F-HR 0001694592-26-000004 filed by Pettinga Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 147,489 shares
    Change vs previous 13F -1,852 shares

    0.91% of the 13F portfolio, value $4,803,711.

    13F-HR 0001694592-26-000003 filed by Pettinga Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 149,341 shares
    Change vs previous 13F +5,226 shares

    0.92% of the 13F portfolio, value $4,708,728.

    13F-HR 0001694592-25-000003 filed by Pettinga Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 144,115 shares
    Change vs previous 13F +798 shares

    0.91% of the 13F portfolio, value $4,172,125.

    13F-HR 0001085146-25-004206 filed by Pettinga Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 143,317 shares
    Change vs previous 13F -11,961 shares

    0.87% of the 13F portfolio, value $3,710,467.

    13F-HR 0001085146-25-002564 filed by Pettinga Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 155,278 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,939,408.

    13F-HR 0001085146-25-001742 filed by Pettinga Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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