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Pettinga Financial Advisors LLC: XVV position timeline

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

Pettinga Financial Advisors LLC held 6,867 XVV 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 6,867 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $400,347.

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

  2. period ended2026-06-30
    13F 6,867 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $389,977.

    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 6,867 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $337,994.

    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 6,867 shares
    Change vs previous 13F -1,296 shares

    0.07% of the 13F portfolio, value $361,891.

    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 8,163 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $420,568.

    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).