Skip to content
Disclosery

Petix & Botte Co: IDV position timeline

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

Petix & Botte Co held 44,479 IDV 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 44,479 shares
    Change vs previous 13F +22,185 shares

    0.37% of the 13F portfolio, value $1,842,778.

    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 22,294 shares
    Change vs previous 13F -22,292 shares

    0.21% of the 13F portfolio, value $948,820.

    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 44,586 shares
    Change vs previous 13F +2 shares

    0.4% of the 13F portfolio, value $1,758,936.

    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 44,584 shares
    Change vs previous 13F +2 shares

    0.38% of the 13F portfolio, value $1,629,536.

    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 44,582 shares
    Change vs previous 13F +4 shares

    0.38% of the 13F portfolio, value $1,538,520.

    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 44,578 shares
    Change vs previous 13F +2 shares

    0.36% of the 13F portfolio, value $1,382,802.

    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 44,576 shares
    Change vs previous 13F +2 shares

    0.32% of the 13F portfolio, value $1,220,512.

    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 44,574 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,347,482.

    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).