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Petix & Botte Co: IWF position timeline

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

Petix & Botte Co held 19,348 IWF 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 19,348 shares
    Change vs previous 13F +16,929 shares

    0.48% of the 13F portfolio, value $2,402,564.

    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 2,419 shares
    Change vs previous 13F -2,419 shares

    0.23% of the 13F portfolio, value $1,031,300.

    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 4,838 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $2,289,464.

    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 4,838 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $2,265,812.

    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 4,838 shares
    Change vs previous 13F -14 shares

    0.5% of the 13F portfolio, value $2,053,788.

    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 4,852 shares
    Change vs previous 13F -12 shares

    0.46% of the 13F portfolio, value $1,751,732.

    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 4,864 shares
    Change vs previous 13F +100 shares

    0.51% of the 13F portfolio, value $1,952,970.

    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 4,764 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,788,016.

    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).