Pettinga Financial Advisors LLC: IVV position timeline

Pettinga Financial Advisors LLC held 71,126 IVV 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 71,126 shares

   Change vs previous 13F -14,181 shares

   8.99% of the 13F portfolio, value $54,471,470.

   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 85,307 shares

   Change vs previous 13F +26,694 shares

   10.24% of the 13F portfolio, value $63,885,313.

   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 58,613 shares

   Change vs previous 13F +12,531 shares

   7.21% of the 13F portfolio, value $38,286,794.

   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 46,082 shares

   Change vs previous 13F -285 shares

   5.99% of the 13F portfolio, value $31,563,103.

   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 46,367 shares

   Change vs previous 13F -837 shares

   6.05% of the 13F portfolio, value $31,033,159.

   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 47,204 shares

   Change vs previous 13F -10,937 shares

   6.42% of the 13F portfolio, value $29,308,874.

   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 58,141 shares

   Change vs previous 13F -12,232 shares

   7.68% of the 13F portfolio, value $32,669,483.

   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 70,373 shares

   Change vs previous 13F not available

   9.37% of the 13F portfolio, value $41,427,418.

   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).