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Petix & Botte Co: FV position timeline

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

Petix & Botte Co held 54,454 FV 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 54,454 shares
    Change vs previous 13F +29,329 shares

    0.83% of the 13F portfolio, value $4,131,974.

    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 25,125 shares
    Change vs previous 13F -18,855 shares

    0.34% of the 13F portfolio, value $1,518,473.

    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 43,980 shares
    Change vs previous 13F +7,434 shares

    0.63% of the 13F portfolio, value $2,767,424.

    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 36,546 shares
    Change vs previous 13F +6,196 shares

    0.52% of the 13F portfolio, value $2,262,952.

    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 30,350 shares
    Change vs previous 13F +2,767 shares

    0.44% of the 13F portfolio, value $1,798,584.

    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 27,583 shares
    Change vs previous 13F +6,868 shares

    0.4% of the 13F portfolio, value $1,513,344.

    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 20,715 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,223,540.

    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).