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Petix & Botte Co: SRLN position timeline

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

Petix & Botte Co held 101,087 SRLN 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 101,087 shares
    Change vs previous 13F +47,460 shares

    0.82% of the 13F portfolio, value $4,072,670.

    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 53,627 shares
    Change vs previous 13F -59,263 shares

    0.48% of the 13F portfolio, value $2,152,587.

    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 112,890 shares
    Change vs previous 13F -15,542 shares

    1.06% of the 13F portfolio, value $4,658,952.

    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 128,432 shares
    Change vs previous 13F -5,724 shares

    1.23% of the 13F portfolio, value $5,340,122.

    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 134,156 shares
    Change vs previous 13F -9,203 shares

    1.37% of the 13F portfolio, value $5,579,552.

    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 143,359 shares
    Change vs previous 13F -18,775 shares

    1.55% of the 13F portfolio, value $5,896,368.

    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 162,134 shares
    Change vs previous 13F -50,209 shares

    1.78% of the 13F portfolio, value $6,765,812.

    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 212,343 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $8,867,382.

    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).