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Pettinga Financial Advisors LLC: XLE position timeline

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

Pettinga Financial Advisors LLC held 61,677 XLE 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 61,677 shares
    Change vs previous 13F +9,615 shares

    0.63% of the 13F portfolio, value $3,793,107.

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

  2. period ended2026-06-30
    13F 52,062 shares
    Change vs previous 13F +4,658 shares

    0.44% of the 13F portfolio, value $2,765,000.

    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 47,404 shares
    Change vs previous 13F -7,768 shares

    0.55% of the 13F portfolio, value $2,903,943.

    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 55,172 shares
    Change vs previous 13F +21,213 shares

    0.47% of the 13F portfolio, value $2,466,730.

    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 33,959 shares
    Change vs previous 13F -118 shares

    0.59% of the 13F portfolio, value $3,033,881.

    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 34,077 shares
    Change vs previous 13F -8 shares

    0.63% of the 13F portfolio, value $2,890,052.

    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 34,085 shares
    Change vs previous 13F -7,323 shares

    0.75% of the 13F portfolio, value $3,185,219.

    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 41,408 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,547,001.

    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).