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Pettinga Financial Advisors LLC: UGA position timeline

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

Pettinga Financial Advisors LLC held 6,008 UGA 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 6,008 shares
    Change vs previous 13F +1,200 shares

    0.15% of the 13F portfolio, value $881,254.

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

  2. period ended2026-06-30
    13F 4,808 shares
    Change vs previous 13F -311 shares

    0.08% of the 13F portfolio, value $495,080.

    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 5,119 shares
    Change vs previous 13F -4,226 shares

    0.1% of the 13F portfolio, value $528,998.

    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 9,345 shares
    Change vs previous 13F -6,881 shares

    0.11% of the 13F portfolio, value $576,867.

    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 16,226 shares
    Change vs previous 13F -475 shares

    0.2% of the 13F portfolio, value $1,046,375.

    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 16,701 shares
    Change vs previous 13F +275 shares

    0.22% of the 13F portfolio, value $1,005,651.

    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 16,426 shares
    Change vs previous 13F -350 shares

    0.25% of the 13F portfolio, value $1,055,363.

    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 16,776 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,056,721.

    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).