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Pettinga Financial Advisors LLC: OBDC position timeline

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

Pettinga Financial Advisors LLC held 364,336 OBDC 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 364,336 shares
    Change vs previous 13F -22,080 shares

    0.63% of the 13F portfolio, value $3,821,881.

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

  2. period ended2026-06-30
    13F 386,416 shares
    Change vs previous 13F +4,890 shares

    0.67% of the 13F portfolio, value $4,200,338.

    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 381,526 shares
    Change vs previous 13F +39,301 shares

    0.79% of the 13F portfolio, value $4,219,675.

    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 342,225 shares
    Change vs previous 13F +149,077 shares

    0.81% of the 13F portfolio, value $4,253,863.

    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 193,148 shares
    Change vs previous 13F +112,509 shares

    0.48% of the 13F portfolio, value $2,466,507.

    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 80,639 shares
    Change vs previous 13F -122,264 shares

    0.25% of the 13F portfolio, value $1,156,370.

    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 202,903 shares
    Change vs previous 13F -150,510 shares

    0.7% of the 13F portfolio, value $2,974,565.

    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 353,413 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $5,343,609.

    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).