Pettinga Financial Advisors LLC: IVE position timeline

Pettinga Financial Advisors LLC held 120,571 IVE 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 120,571 shares

   Change vs previous 13F -561 shares

   4.54% of the 13F portfolio, value $27,523,846.

   13F-HR 0001694592-26-000008 filed by Pettinga Financial Advisors LLC
   Accepted 2026-10-13 16:51:03 UTC, ingested 2026-10-13 16:52:13 UTC

2. period ended2026-06-30

   13F 121,132 shares

   Change vs previous 13F -27,378 shares

   4.41% of the 13F portfolio, value $27,504,185.

   13F-HR 0001694592-26-000005 filed by Pettinga Financial Advisors LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 148,510 shares

   Change vs previous 13F -11,412 shares

   5.9% of the 13F portfolio, value $31,357,926.

   13F-HR 0001694592-26-000004 filed by Pettinga Financial Advisors LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 159,922 shares

   Change vs previous 13F +39,656 shares

   6.43% of the 13F portfolio, value $33,914,620.

   13F-HR 0001694592-26-000003 filed by Pettinga Financial Advisors LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 120,266 shares

   Change vs previous 13F +6,648 shares

   4.84% of the 13F portfolio, value $24,836,210.

   13F-HR 0001694592-25-000003 filed by Pettinga Financial Advisors LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 113,618 shares

   Change vs previous 13F +13,974 shares

   4.87% of the 13F portfolio, value $22,203,211.

   13F-HR 0001085146-25-004206 filed by Pettinga Financial Advisors LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 99,644 shares

   Change vs previous 13F +22,596 shares

   4.47% of the 13F portfolio, value $18,990,084.

   13F-HR 0001085146-25-002564 filed by Pettinga Financial Advisors LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 77,048 shares

   Change vs previous 13F not available

   3.33% of the 13F portfolio, value $14,706,861.

   13F-HR 0001085146-25-001742 filed by Pettinga Financial Advisors LLC
   Filed 2025-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).