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Pettinga Financial Advisors LLC: IYW position timeline

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

Pettinga Financial Advisors LLC held 50,750 IYW 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 50,750 shares
    Change vs previous 13F -12,150 shares

    2.22% of the 13F portfolio, value $13,443,696.

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

  2. period ended2026-06-30
    13F 62,900 shares
    Change vs previous 13F -7,785 shares

    2.54% of the 13F portfolio, value $15,865,213.

    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 70,685 shares
    Change vs previous 13F +1,555 shares

    2.41% of the 13F portfolio, value $12,823,736.

    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 69,130 shares
    Change vs previous 13F -5,325 shares

    2.62% of the 13F portfolio, value $13,803,818.

    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 74,455 shares
    Change vs previous 13F -14,618 shares

    2.84% of the 13F portfolio, value $14,582,796.

    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 89,073 shares
    Change vs previous 13F +19,172 shares

    3.38% of the 13F portfolio, value $15,433,596.

    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 69,901 shares
    Change vs previous 13F -1,315 shares

    2.31% of the 13F portfolio, value $9,816,859.

    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 71,216 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $11,360,422.

    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).