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Pettinga Financial Advisors LLC: ICVT position timeline

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

Pettinga Financial Advisors LLC held 5,372 ICVT 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 5,372 shares
    Change vs previous 13F -654 shares

    0.1% of the 13F portfolio, value $606,704.

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

  2. period ended2026-06-30
    13F 6,026 shares
    Change vs previous 13F -2,091 shares

    0.12% of the 13F portfolio, value $733,638.

    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 8,117 shares
    Change vs previous 13F -5,680 shares

    0.16% of the 13F portfolio, value $826,239.

    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 13,797 shares
    Change vs previous 13F +2,959 shares

    0.26% of the 13F portfolio, value $1,359,016.

    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 10,838 shares
    Change vs previous 13F +4,672 shares

    0.21% of the 13F portfolio, value $1,084,342.

    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 6,166 shares
    Change vs previous 13F +276 shares

    0.12% of the 13F portfolio, value $555,557.

    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 5,890 shares
    Change vs previous 13F +1,302 shares

    0.12% of the 13F portfolio, value $492,463.

    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 4,588 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $389,843.

    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).