Pettinga Financial Advisors LLC: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pettinga Financial Advisors LLC on IBM, newest first. How the timeline and the estimate are built.
Pettinga Financial Advisors LLC held 1,084 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 1,084 sharesChange vs previous 13F -6 shares
0.04% of the 13F portfolio, value $238,339.
13F-HR 0001694592-26-000008 filed by Pettinga Financial Advisors LLC
Accepted , ingested - period ended2026-06-3013F 1,090 sharesChange vs previous 13F +38 shares
0.05% of the 13F portfolio, value $306,551.
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 1,052 sharesChange vs previous 13F +3 shares
0.05% of the 13F portfolio, value $255,011.
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 1,049 sharesChange vs previous 13F +36 shares
0.06% of the 13F portfolio, value $310,645.
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 1,013 sharesChange vs previous 13F +3 shares
0.06% of the 13F portfolio, value $285,891.
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 1,010 sharesChange vs previous 13F +3 shares
0.07% of the 13F portfolio, value $297,797.
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 1,007 sharesChange vs previous 13F +2 shares
0.06% of the 13F portfolio, value $250,512.
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 1,005 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $220,836.
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).