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Pettinga Financial Advisors LLC: DFIV position timeline

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

Pettinga Financial Advisors LLC held 37,850 DFIV 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 37,850 shares
    Change vs previous 13F -23,174 shares

    0.35% of the 13F portfolio, value $2,114,301.

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

  2. period ended2026-06-30
    13F 61,024 shares
    Change vs previous 13F +22,033 shares

    0.53% of the 13F portfolio, value $3,296,501.

    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 38,991 shares
    Change vs previous 13F -3,750 shares

    0.39% of the 13F portfolio, value $2,057,968.

    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 42,741 shares
    Change vs previous 13F -7,253 shares

    0.4% of the 13F portfolio, value $2,132,784.

    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 49,994 shares
    Change vs previous 13F -6,575 shares

    0.45% of the 13F portfolio, value $2,305,733.

    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 56,569 shares
    Change vs previous 13F +47,509 shares

    0.53% of the 13F portfolio, value $2,422,831.

    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 9,060 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $356,602.

    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).