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Disclosery

Petix & Botte Co: IWM position timeline

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

Petix & Botte Co held 4,202 IWM 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 4,202 shares
    Change vs previous 13F +1,588 shares

    0.25% of the 13F portfolio, value $1,262,498.

    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 2,614 shares
    Change vs previous 13F -3,306 shares

    0.14% of the 13F portfolio, value $648,221.

    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 5,920 shares
    Change vs previous 13F -29 shares

    0.33% of the 13F portfolio, value $1,457,086.

    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 5,949 shares
    Change vs previous 13F -305 shares

    0.33% of the 13F portfolio, value $1,439,313.

    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 6,254 shares
    Change vs previous 13F -360 shares

    0.33% of the 13F portfolio, value $1,349,538.

    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 6,614 shares
    Change vs previous 13F -1,138 shares

    0.35% of the 13F portfolio, value $1,319,297.

    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 7,752 shares
    Change vs previous 13F -624 shares

    0.45% of the 13F portfolio, value $1,712,991.

    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 8,376 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,850,291.

    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).