Pettinga Financial Advisors, LLC
Holdings in PPLT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,120,444 | 6,010 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,013,733 | 7,095 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $895,107 | 7,285 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $772,990 | 8,460 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $706,340 | 8,505 | Shares | Sole | 2025-02-18 |
| 2024-09-30 | $844,569 | 9,405 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $854,787 | 9,345 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $803,751 | 9,620 | Shares | Sole | 2024-04-18 |
| 2023-12-31 | $881,517 | 9,670 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $816,967 | 9,770 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $817,260 | 9,770 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $945,602 | 10,285 | Shares | Sole | 2023-04-21 |
| 2022-12-31 | $1,043,432 | 10,510 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $835,858 | 10,460 | Shares | Sole | 2022-10-21 |
| 2022-06-30 | $860,916 | 10,360 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $954,304 | 10,400 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $824,832 | 9,175 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $854,645 | 9,475 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $948,459 | 9,460 | Shares | Sole | 2021-08-12 |
| 2021-03-31 | $965,057 | 8,670 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $537,394 | 5,335 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $433,808 | 5,165 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $392,413 | 5,020 | Shares | Sole | 2020-07-22 |
| 2020-03-31 | $329,654 | 4,855 | Shares | Sole | 2020-05-11 |