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Pettinga Financial Advisors LLC: PPLT position timeline

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

Pettinga Financial Advisors LLC held 51,250 PPLT 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 51,250 shares
    Change vs previous 13F +400 shares

    0.13% of the 13F portfolio, value $789,763.

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

  2. period ended2026-06-30
    13F 50,850 shares
    Change vs previous 13F +45,670 shares

    0.12% of the 13F portfolio, value $718,511.

    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 5,180 shares
    Change vs previous 13F -830 shares

    0.17% of the 13F portfolio, value $923,232.

    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 6,010 shares
    Change vs previous 13F -1,085 shares

    0.21% of the 13F portfolio, value $1,120,445.

    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 7,095 shares
    Change vs previous 13F -190 shares

    0.2% of the 13F portfolio, value $1,013,734.

    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 7,285 shares
    Change vs previous 13F -1,175 shares

    0.2% of the 13F portfolio, value $895,108.

    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 8,460 shares
    Change vs previous 13F -45 shares

    0.18% of the 13F portfolio, value $772,991.

    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 8,505 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $706,341.

    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).