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Pettinga Financial Advisors LLC: SPLV position timeline

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

Pettinga Financial Advisors LLC held 11,330 SPLV 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 11,330 shares
    Change vs previous 13F -2,070 shares

    0.13% of the 13F portfolio, value $798,900.

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

  2. period ended2026-06-30
    13F 13,400 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,003,674.

    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 ยง4.2).