Current Market Value 456,287,472
Current Holdings 132
Most Recent File Date 2025-07-28
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Pettinga Financial Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-28 2025-06-30 13F-HR 132 456,287
2025-05-02 2025-03-31 13F-HR 129 425,251
2025-02-18 2024-12-31 13F-HR 124 442,002
2024-11-07 2024-09-30 13F-HR/A 1 R 115 422,278
2024-10-23 2024-09-30 13F-HR 115 422,695
2024-07-25 2024-06-30 13F-HR 120 399,085
2024-04-18 2024-03-31 13F-HR 120 392,503
2024-01-18 2023-12-31 13F-HR 116 372,750
2023-10-24 2023-09-30 13F-HR 106 330,997
2023-07-18 2023-06-30 13F-HR 105 336,966
2023-04-21 2023-03-31 13F-HR 99 320,719
2023-01-13 2022-12-31 13F-HR 100 306,698
2022-10-21 2022-09-30 13F-HR 96 290,916
2022-07-19 2022-06-30 13F-HR 101 333,589
2022-04-27 2022-03-31 13F-HR 106 399,287
2022-02-09 2021-12-31 13F-HR 109 411,368
2021-10-29 2021-09-30 13F-HR 112 392,103
2021-08-12 2021-06-30 13F-HR 109 373,124
2021-04-29 2021-03-31 13F-HR 102 343,122
2021-01-29 2020-12-31 13F-HR 90 279,497
2020-11-12 2020-09-30 13F-HR 83 235,929
2020-07-22 2020-06-30 13F-HR 80 206,998
2020-05-11 2020-03-31 13F-HR 69 148,211
2020-02-07 2019-12-31 13F-HR 85 187,477
2019-10-17 2019-09-30 13F-HR 85 185,507
2019-07-31 2019-06-30 13F-HR 92 192,317
2019-05-13 2019-03-31 13F-HR 91 186,845
2019-02-01 2018-12-31 13F-HR 91 152,137