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Disclosery

Petix & Botte Co: IVW position timeline

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

Petix & Botte Co held 9,298 IVW 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 9,298 shares
    Change vs previous 13F +4,661 shares

    0.26% of the 13F portfolio, value $1,278,755.

    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 4,637 shares
    Change vs previous 13F -4,667 shares

    0.12% of the 13F portfolio, value $524,491.

    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 9,304 shares
    Change vs previous 13F -276 shares

    0.26% of the 13F portfolio, value $1,146,812.

    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 9,580 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,156,498.

    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 9,580 shares
    Change vs previous 13F +3,400 shares

    0.26% of the 13F portfolio, value $1,054,757.

    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 6,180 shares
    Change vs previous 13F -6 shares

    0.15% of the 13F portfolio, value $573,691.

    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 6,186 shares
    Change vs previous 13F -398 shares

    0.17% of the 13F portfolio, value $628,065.

    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 6,584 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $630,419.

    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).