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Pettinga Financial Advisors LLC: IJR position timeline

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

Pettinga Financial Advisors LLC held 77,377 IJR 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 77,377 shares
    Change vs previous 13F -4,057 shares

    1.74% of the 13F portfolio, value $10,526,368.

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

  2. period ended2026-06-30
    13F 81,434 shares
    Change vs previous 13F -1,296 shares

    1.94% of the 13F portfolio, value $12,077,453.

    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 82,730 shares
    Change vs previous 13F -2,233 shares

    1.94% of the 13F portfolio, value $10,284,217.

    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 84,963 shares
    Change vs previous 13F +10 shares

    1.94% of the 13F portfolio, value $10,210,836.

    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 84,953 shares
    Change vs previous 13F -5,289 shares

    1.97% of the 13F portfolio, value $10,094,937.

    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 90,242 shares
    Change vs previous 13F -1,886 shares

    2.16% of the 13F portfolio, value $9,862,596.

    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 92,128 shares
    Change vs previous 13F -1,373 shares

    2.27% of the 13F portfolio, value $9,633,809.

    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 93,501 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $10,773,187.

    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).