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Pettinga Financial Advisors LLC: PTA position timeline

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

Pettinga Financial Advisors LLC held 65,582 PTA 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 65,582 shares
    Change vs previous 13F -20,017 shares

    0.19% of the 13F portfolio, value $1,140,471.

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

  2. period ended2026-06-30
    13F 85,599 shares
    Change vs previous 13F +32,435 shares

    0.26% of the 13F portfolio, value $1,641,789.

    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 53,164 shares
    Change vs previous 13F -9,350 shares

    0.19% of the 13F portfolio, value $996,294.

    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 62,514 shares
    Change vs previous 13F +36,375 shares

    0.23% of the 13F portfolio, value $1,207,146.

    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 26,139 shares
    Change vs previous 13F -37,361 shares

    0.1% of the 13F portfolio, value $533,497.

    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 63,500 shares
    Change vs previous 13F -1,000 shares

    0.28% of the 13F portfolio, value $1,257,300.

    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 64,500 shares
    Change vs previous 13F -14,775 shares

    0.29% of the 13F portfolio, value $1,253,880.

    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 79,275 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,523,666.

    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).