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Petix & Botte Co: CWB position timeline

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

Petix & Botte Co held 68,652 CWB 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 68,652 shares
    Change vs previous 13F +33,107 shares

    1.49% of the 13F portfolio, value $7,401,890.

    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 35,545 shares
    Change vs previous 13F -39,666 shares

    0.72% of the 13F portfolio, value $3,253,069.

    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 75,211 shares
    Change vs previous 13F -9,384 shares

    1.52% of the 13F portfolio, value $6,708,524.

    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 84,595 shares
    Change vs previous 13F -5,147 shares

    1.77% of the 13F portfolio, value $7,655,850.

    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 89,742 shares
    Change vs previous 13F -5,576 shares

    1.82% of the 13F portfolio, value $7,417,856.

    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 95,318 shares
    Change vs previous 13F -10,771 shares

    1.92% of the 13F portfolio, value $7,303,402.

    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 106,089 shares
    Change vs previous 13F -29,774 shares

    2.17% of the 13F portfolio, value $8,263,096.

    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 135,863 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $10,405,618.

    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).