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Pettinga Financial Advisors LLC: XLV position timeline

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

Pettinga Financial Advisors LLC held 14,533 XLV 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 14,533 shares
    Change vs previous 13F -7,361 shares

    0.4% of the 13F portfolio, value $2,447,648.

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

  2. period ended2026-06-30
    13F 21,894 shares
    Change vs previous 13F +13,355 shares

    0.56% of the 13F portfolio, value $3,473,703.

    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 8,539 shares
    Change vs previous 13F -3,195 shares

    0.24% of the 13F portfolio, value $1,251,903.

    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 11,734 shares
    Change vs previous 13F -3,712 shares

    0.34% of the 13F portfolio, value $1,816,456.

    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 15,446 shares
    Change vs previous 13F +3,276 shares

    0.42% of the 13F portfolio, value $2,149,589.

    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 12,170 shares
    Change vs previous 13F -9,075 shares

    0.36% of the 13F portfolio, value $1,640,437.

    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 21,245 shares
    Change vs previous 13F -8,744 shares

    0.73% of the 13F portfolio, value $3,101,959.

    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 29,989 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $4,125,649.

    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).