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Petix & Botte Co: USHY position timeline

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

Petix & Botte Co held 20,174 USHY 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 20,174 shares
    Change vs previous 13F +10,087 shares

    0.15% of the 13F portfolio, value $746,842.

    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 10,087 shares
    Change vs previous 13F -10,087 shares

    0.08% of the 13F portfolio, value $371,604.

    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 20,174 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $754,404.

    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 20,174 shares
    Change vs previous 13F +170 shares

    0.18% of the 13F portfolio, value $762,174.

    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 20,004 shares
    Change vs previous 13F +434 shares

    0.18% of the 13F portfolio, value $750,348.

    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 19,570 shares
    Change vs previous 13F -904 shares

    0.19% of the 13F portfolio, value $720,372.

    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 20,474 shares
    Change vs previous 13F +32 shares

    0.2% of the 13F portfolio, value $753,240.

    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 20,442 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $769,644.

    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).