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Pettinga Financial Advisors LLC: IWN position timeline

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

Pettinga Financial Advisors LLC held 2,232 IWN 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 2,232 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $467,493.

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

  2. period ended2026-06-30
    13F 2,282 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $504,779.

    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 2,307 shares
    Change vs previous 13F -75 shares

    0.08% of the 13F portfolio, value $437,385.

    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 2,382 shares
    Change vs previous 13F -175 shares

    0.08% of the 13F portfolio, value $431,643.

    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 2,557 shares
    Change vs previous 13F -940 shares

    0.09% of the 13F portfolio, value $452,104.

    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 3,497 shares
    Change vs previous 13F -625 shares

    0.12% of the 13F portfolio, value $551,687.

    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 4,122 shares
    Change vs previous 13F -1,257 shares

    0.15% of the 13F portfolio, value $622,340.

    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 5,379 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $883,071.

    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).