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Pettinga Financial Advisors LLC: PHYS position timeline

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

Pettinga Financial Advisors LLC held 29,025 PHYS 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 29,025 shares
    Change vs previous 13F -982 shares

    0.15% of the 13F portfolio, value $907,612.

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

  2. period ended2026-06-30
    13F 30,007 shares
    Change vs previous 13F -2,275 shares

    0.15% of the 13F portfolio, value $905,312.

    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 32,282 shares
    Change vs previous 13F -1,475 shares

    0.22% of the 13F portfolio, value $1,144,075.

    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 33,757 shares
    Change vs previous 13F -6,440 shares

    0.21% of the 13F portfolio, value $1,114,657.

    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 40,197 shares
    Change vs previous 13F +2,325 shares

    0.23% of the 13F portfolio, value $1,190,636.

    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 37,872 shares
    Change vs previous 13F -4,900 shares

    0.21% of the 13F portfolio, value $960,056.

    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 42,772 shares
    Change vs previous 13F -3,425 shares

    0.24% of the 13F portfolio, value $1,029,095.

    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 46,197 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $930,408.

    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).