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Disclosery

Petix & Botte Co: IWB position timeline

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

Petix & Botte Co held 658 IWB 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 658 shares
    Change vs previous 13F +329 shares

    0.05% of the 13F portfolio, value $269,452.

    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 329 shares
    Change vs previous 13F -329 shares

    0.03% of the 13F portfolio, value $117,308.

    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 658 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $245,724.

    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 658 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $240,486.

    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 658 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $223,438.

    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).