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Pettinga Financial Advisors LLC: PSLV position timeline

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

Pettinga Financial Advisors LLC held 138,585 PSLV 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 138,585 shares
    Change vs previous 13F -6,525 shares

    0.44% of the 13F portfolio, value $2,684,392.

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

  2. period ended2026-06-30
    13F 145,110 shares
    Change vs previous 13F -990 shares

    0.44% of the 13F portfolio, value $2,738,226.

    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 146,100 shares
    Change vs previous 13F -42,490 shares

    0.67% of the 13F portfolio, value $3,563,379.

    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 188,590 shares
    Change vs previous 13F -55,010 shares

    0.85% of the 13F portfolio, value $4,460,154.

    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 243,600 shares
    Change vs previous 13F +13,500 shares

    0.75% of the 13F portfolio, value $3,824,520.

    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 230,100 shares
    Change vs previous 13F -6,675 shares

    0.62% of the 13F portfolio, value $2,816,424.

    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 236,775 shares
    Change vs previous 13F +7,430 shares

    0.65% of the 13F portfolio, value $2,746,590.

    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 229,345 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,213,180.

    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).