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Petix & Botte Co: IUSG position timeline

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

Petix & Botte Co held 104,982 IUSG 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 104,982 shares
    Change vs previous 13F +44,842 shares

    3.97% of the 13F portfolio, value $19,745,870.

    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 60,140 shares
    Change vs previous 13F -68,829 shares

    2.08% of the 13F portfolio, value $9,328,274.

    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 128,969 shares
    Change vs previous 13F -18,688 shares

    4.91% of the 13F portfolio, value $21,659,168.

    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 147,657 shares
    Change vs previous 13F -11,916 shares

    5.61% of the 13F portfolio, value $24,294,920.

    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 159,573 shares
    Change vs previous 13F -8,863 shares

    5.89% of the 13F portfolio, value $23,999,732.

    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 168,436 shares
    Change vs previous 13F -23,323 shares

    5.64% of the 13F portfolio, value $21,404,729.

    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 191,759 shares
    Change vs previous 13F -67,401 shares

    7.03% of the 13F portfolio, value $26,721,353.

    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 259,160 shares
    Change vs previous 13F not available

    9.1% of the 13F portfolio, value $34,185,943.

    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).