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Disclosery

Petix & Botte Co: SRE position timeline

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

Petix & Botte Co held 20,694 SRE 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 20,694 shares
    Change vs previous 13F +10,347 shares

    0.39% of the 13F portfolio, value $1,918,544.

    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 10,347 shares
    Change vs previous 13F -11,439 shares

    0.22% of the 13F portfolio, value $1,005,419.

    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 21,786 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,923,482.

    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 21,786 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,960,306.

    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 21,786 shares
    Change vs previous 13F +1,786 shares

    0.41% of the 13F portfolio, value $1,650,726.

    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 20,000 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,427,202.

    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 20,000 shares
    Change vs previous 13F -4,230 shares

    0.46% of the 13F portfolio, value $1,754,400.

    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 24,230 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,026,356.

    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).