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Pettinga Financial Advisors LLC: UUP position timeline

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

Pettinga Financial Advisors LLC held 144,940 UUP 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 144,940 shares
    Change vs previous 13F +7,250 shares

    0.69% of the 13F portfolio, value $4,169,924.

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

  2. period ended2026-06-30
    13F 137,690 shares
    Change vs previous 13F +23,015 shares

    0.63% of the 13F portfolio, value $3,911,773.

    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 114,675 shares
    Change vs previous 13F +48,270 shares

    0.6% of the 13F portfolio, value $3,185,672.

    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 66,405 shares
    Change vs previous 13F +285 shares

    0.34% of the 13F portfolio, value $1,794,928.

    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 66,120 shares
    Change vs previous 13F +8,845 shares

    0.35% of the 13F portfolio, value $1,818,962.

    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 57,275 shares
    Change vs previous 13F -14,900 shares

    0.34% of the 13F portfolio, value $1,539,552.

    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 72,175 shares
    Change vs previous 13F +44,825 shares

    0.48% of the 13F portfolio, value $2,059,875.

    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 27,350 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $804,637.

    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).