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Pettinga Financial Advisors LLC: EPI position timeline

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

Pettinga Financial Advisors LLC held 5,650 EPI 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 5,650 shares
    Change vs previous 13F -200 shares

    0.04% of the 13F portfolio, value $230,125.

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

  2. period ended2026-06-30
    13F 5,850 shares
    Change vs previous 13F -350 shares

    0.04% of the 13F portfolio, value $250,263.

    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 6,200 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $252,960.

    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 6,200 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $286,998.

    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 6,200 shares
    Change vs previous 13F -150 shares

    0.05% of the 13F portfolio, value $274,040.

    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 6,350 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $301,435.

    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 6,350 shares
    Change vs previous 13F -200 shares

    0.07% of the 13F portfolio, value $277,559.

    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 6,550 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $296,519.

    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).