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Pettinga Financial Advisors LLC: EFG position timeline

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

Pettinga Financial Advisors LLC held 2,330 EFG 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 2,330 shares
    Change vs previous 13F -728 shares

    0.05% of the 13F portfolio, value $279,246.

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

  2. period ended2026-06-30
    13F 3,058 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $380,521.

    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 3,058 shares
    Change vs previous 13F -85 shares

    0.06% of the 13F portfolio, value $340,609.

    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 3,143 shares
    Change vs previous 13F -869 shares

    0.07% of the 13F portfolio, value $358,091.

    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 4,012 shares
    Change vs previous 13F -62,193 shares

    0.09% of the 13F portfolio, value $456,892.

    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 66,205 shares
    Change vs previous 13F -8,190 shares

    1.63% of the 13F portfolio, value $7,414,966.

    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 74,395 shares
    Change vs previous 13F -117,002 shares

    1.75% of the 13F portfolio, value $7,439,526.

    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 191,397 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $18,532,997.

    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).