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Pettinga Financial Advisors LLC: IVW position timeline

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

Pettinga Financial Advisors LLC held 250,753 IVW 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 250,753 shares
    Change vs previous 13F -4,235 shares

    5.89% of the 13F portfolio, value $35,672,052.

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

  2. period ended2026-06-30
    13F 254,988 shares
    Change vs previous 13F -7,220 shares

    5.62% of the 13F portfolio, value $35,068,493.

    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 262,208 shares
    Change vs previous 13F +6,299 shares

    5.58% of the 13F portfolio, value $29,658,387.

    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 255,909 shares
    Change vs previous 13F +1,063 shares

    5.98% of the 13F portfolio, value $31,543,318.

    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 254,846 shares
    Change vs previous 13F -5,409 shares

    6% of the 13F portfolio, value $30,765,031.

    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 260,255 shares
    Change vs previous 13F -30,075 shares

    6.28% of the 13F portfolio, value $28,654,068.

    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 290,330 shares
    Change vs previous 13F +2,580 shares

    6.34% of the 13F portfolio, value $26,951,360.

    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 287,750 shares
    Change vs previous 13F not available

    6.61% of the 13F portfolio, value $29,215,263.

    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).