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Pettinga Financial Advisors LLC: IWF position timeline

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

Pettinga Financial Advisors LLC held 99,002 IWF 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 99,002 shares
    Change vs previous 13F -1,513 shares

    2.05% of the 13F portfolio, value $12,400,983.

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

  2. period ended2026-06-30
    13F 100,515 shares
    Change vs previous 13F +76,488 shares

    2% of the 13F portfolio, value $12,480,896.

    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 24,027 shares
    Change vs previous 13F +558 shares

    1.93% of the 13F portfolio, value $10,245,149.

    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 23,469 shares
    Change vs previous 13F +473 shares

    2.11% of the 13F portfolio, value $11,107,660.

    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 22,996 shares
    Change vs previous 13F -138 shares

    2.1% of the 13F portfolio, value $10,771,397.

    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 23,134 shares
    Change vs previous 13F -133 shares

    2.15% of the 13F portfolio, value $9,822,403.

    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 23,267 shares
    Change vs previous 13F -262 shares

    1.98% of the 13F portfolio, value $8,401,596.

    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 23,529 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $9,448,587.

    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).