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Pettinga Financial Advisors LLC: PTL position timeline

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

Pettinga Financial Advisors LLC held 14,664 PTL 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 14,664 shares
    Change vs previous 13F -353 shares

    0.66% of the 13F portfolio, value $3,990,545.

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

  2. period ended2026-06-30
    13F 15,017 shares
    Change vs previous 13F +1,029 shares

    0.69% of the 13F portfolio, value $4,296,120.

    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 13,988 shares
    Change vs previous 13F +665 shares

    0.66% of the 13F portfolio, value $3,504,765.

    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 13,323 shares
    Change vs previous 13F +217 shares

    0.63% of the 13F portfolio, value $3,306,637.

    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 13,106 shares
    Change vs previous 13F +5,147 shares

    0.64% of the 13F portfolio, value $3,266,708.

    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 7,959 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,824,968.

    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).