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Petix & Botte Co: FVD position timeline

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

Petix & Botte Co held 285,990 FVD 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 285,990 shares
    Change vs previous 13F +123,607 shares

    2.77% of the 13F portfolio, value $13,779,020.

    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 162,383 shares
    Change vs previous 13F -176,490 shares

    1.7% of the 13F portfolio, value $7,636,879.

    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 338,873 shares
    Change vs previous 13F -37,890 shares

    3.54% of the 13F portfolio, value $15,615,256.

    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 376,763 shares
    Change vs previous 13F -24,039 shares

    4.02% of the 13F portfolio, value $17,421,432.

    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 400,802 shares
    Change vs previous 13F -8,943 shares

    4.4% of the 13F portfolio, value $17,915,918.

    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 409,745 shares
    Change vs previous 13F -41,032 shares

    4.81% of the 13F portfolio, value $18,270,468.

    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 450,777 shares
    Change vs previous 13F -140,426 shares

    5.17% of the 13F portfolio, value $19,672,006.

    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 591,203 shares
    Change vs previous 13F not available

    7.16% of the 13F portfolio, value $26,893,832.

    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).