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Petix & Botte Co: LMBS position timeline

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

Petix & Botte Co held 207,621 LMBS 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 207,621 shares
    Change vs previous 13F +100,867 shares

    2.08% of the 13F portfolio, value $10,335,314.

    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 106,754 shares
    Change vs previous 13F -119,288 shares

    1.18% of the 13F portfolio, value $5,317,416.

    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 226,042 shares
    Change vs previous 13F -34,729 shares

    2.56% of the 13F portfolio, value $11,299,880.

    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 260,771 shares
    Change vs previous 13F -16,442 shares

    3% of the 13F portfolio, value $12,983,716.

    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 277,213 shares
    Change vs previous 13F -18,006 shares

    3.35% of the 13F portfolio, value $13,655,370.

    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 295,219 shares
    Change vs previous 13F -51,217 shares

    3.82% of the 13F portfolio, value $14,512,952.

    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 346,436 shares
    Change vs previous 13F -111,930 shares

    4.43% of the 13F portfolio, value $16,860,970.

    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 458,366 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $22,647,638.

    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).