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Petix & Botte Co: HYG position timeline

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

Petix & Botte Co held 8,762 HYG 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 8,762 shares
    Change vs previous 13F +4,409 shares

    0.14% of the 13F portfolio, value $700,744.

    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 4,353 shares
    Change vs previous 13F -4,317 shares

    0.08% of the 13F portfolio, value $346,330.

    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 8,670 shares
    Change vs previous 13F -2,980 shares

    0.16% of the 13F portfolio, value $699,056.

    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 11,650 shares
    Change vs previous 13F +52 shares

    0.22% of the 13F portfolio, value $945,898.

    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 11,598 shares
    Change vs previous 13F -935 shares

    0.23% of the 13F portfolio, value $935,448.

    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 12,533 shares
    Change vs previous 13F +32 shares

    0.26% of the 13F portfolio, value $988,716.

    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 12,501 shares
    Change vs previous 13F -2,748 shares

    0.26% of the 13F portfolio, value $983,192.

    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 15,249 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,224,400.

    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).