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Disclosery

Petix & Botte Co: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Petix & Botte Co on AGG, newest first. How the timeline and the estimate are built.

Petix & Botte Co held 3,296 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,296 shares
    Change vs previous 13F +1,609 shares

    0.07% of the 13F portfolio, value $326,310.

    13F-HR 0001803255-26-000003 filed by Petix & Botte Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,687 shares
    Change vs previous 13F -1,943 shares

    0.04% of the 13F portfolio, value $167,504.

    13F-HR 0001803255-26-000002 filed by Petix & Botte Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,630 shares
    Change vs previous 13F -96 shares

    0.08% of the 13F portfolio, value $362,588.

    13F-HR 0001803255-26-000001 filed by Petix & Botte Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,726 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $373,444.

    13F-HR 0001803255-25-000003 filed by Petix & Botte Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,722 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $369,156.

    13F-HR 0001085146-25-004709 filed by Petix & Botte Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,718 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $367,742.

    13F-HR 0001085146-25-003054 filed by Petix & Botte Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,716 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $360,002.

    13F-HR 0001085146-25-000385 filed by Petix & Botte Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,710 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $375,756.

    13F-HR 0001085146-24-004995 filed by Petix & Botte Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).