Pettinga Financial Advisors LLC: EFV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pettinga Financial Advisors LLC on EFV, newest first. How the timeline and the estimate are built.
Pettinga Financial Advisors LLC held 9,926 EFV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 9,926 sharesChange vs previous 13F -614 shares
0.13% of the 13F portfolio, value $785,531.
13F-HR 0001694592-26-000008 filed by Pettinga Financial Advisors LLC
Accepted , ingested - period ended2026-06-3013F 10,540 sharesChange vs previous 13F -36,429 shares
0.13% of the 13F portfolio, value $806,810.
13F-HR 0001694592-26-000005 filed by Pettinga Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 46,969 sharesChange vs previous 13F -115,153 shares
0.66% of the 13F portfolio, value $3,492,118.
13F-HR 0001694592-26-000004 filed by Pettinga Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 162,122 sharesChange vs previous 13F -51,569 shares
2.2% of the 13F portfolio, value $11,577,125.
13F-HR 0001694592-26-000003 filed by Pettinga Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 213,691 sharesChange vs previous 13F -118,735 shares
2.83% of the 13F portfolio, value $14,494,686.
13F-HR 0001694592-25-000003 filed by Pettinga Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 332,426 sharesChange vs previous 13F +156,812 shares
4.62% of the 13F portfolio, value $21,102,427.
13F-HR 0001085146-25-004206 filed by Pettinga Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 175,614 sharesChange vs previous 13F -168,251 shares
2.43% of the 13F portfolio, value $10,350,697.
13F-HR 0001085146-25-002564 filed by Pettinga Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 343,865 sharesChange vs previous 13F not available
4.08% of the 13F portfolio, value $18,042,604.
13F-HR 0001085146-25-001742 filed by Pettinga Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).