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Pettinga Financial Advisors LLC: IBIT position timeline

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

Pettinga Financial Advisors LLC held 60,695 IBIT 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 60,695 shares
    Change vs previous 13F -79,492 shares

    0.47% of the 13F portfolio, value $2,873,315.

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

  2. period ended2026-06-30
    13F 140,187 shares
    Change vs previous 13F +8,410 shares

    0.75% of the 13F portfolio, value $4,666,835.

    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 131,777 shares
    Change vs previous 13F +12,150 shares

    0.95% of the 13F portfolio, value $5,062,883.

    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 119,627 shares
    Change vs previous 13F -5,592 shares

    1.13% of the 13F portfolio, value $5,939,495.

    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 125,219 shares
    Change vs previous 13F +641 shares

    1.59% of the 13F portfolio, value $8,139,247.

    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 124,578 shares
    Change vs previous 13F -6,970 shares

    1.67% of the 13F portfolio, value $7,625,392.

    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 131,548 shares
    Change vs previous 13F +119,567 shares

    1.45% of the 13F portfolio, value $6,157,752.

    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 11,981 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $635,610.

    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).