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Pettinga Financial Advisors LLC: XME position timeline

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

Pettinga Financial Advisors LLC held 9,594 XME 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 9,594 shares
    Change vs previous 13F -3,880 shares

    0.16% of the 13F portfolio, value $993,562.

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

  2. period ended2026-06-30
    13F 13,474 shares
    Change vs previous 13F +4,630 shares

    0.23% of the 13F portfolio, value $1,440,779.

    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 8,844 shares
    Change vs previous 13F -525 shares

    0.18% of the 13F portfolio, value $955,241.

    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 9,369 shares
    Change vs previous 13F -3,500 shares

    0.18% of the 13F portfolio, value $970,723.

    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 12,869 shares
    Change vs previous 13F -1,515 shares

    0.23% of the 13F portfolio, value $1,199,309.

    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 14,384 shares
    Change vs previous 13F +340 shares

    0.21% of the 13F portfolio, value $966,923.

    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 14,044 shares
    Change vs previous 13F +30 shares

    0.18% of the 13F portfolio, value $786,345.

    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 14,014 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $795,313.

    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).