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Pettinga Financial Advisors LLC: SPY position timeline

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

Pettinga Financial Advisors LLC held 29,450 SPY 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 29,450 shares
    Change vs previous 13F -2,208 shares

    3.71% of the 13F portfolio, value $22,459,099.

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

  2. period ended2026-06-30
    13F 31,658 shares
    Change vs previous 13F +4,597 shares

    3.79% of the 13F portfolio, value $23,641,315.

    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 27,061 shares
    Change vs previous 13F -762 shares

    3.31% of the 13F portfolio, value $17,598,948.

    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 27,823 shares
    Change vs previous 13F +730 shares

    3.6% of the 13F portfolio, value $18,973,152.

    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 27,093 shares
    Change vs previous 13F +4,422 shares

    3.52% of the 13F portfolio, value $18,048,776.

    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 22,671 shares
    Change vs previous 13F +5,837 shares

    3.07% of the 13F portfolio, value $14,006,971.

    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 16,834 shares
    Change vs previous 13F +1,882 shares

    2.21% of the 13F portfolio, value $9,416,890.

    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 14,952 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $8,762,995.

    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).