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Disclosery

Petix & Botte Co: USMV position timeline

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

Petix & Botte Co held 34,820 USMV 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 34,820 shares
    Change vs previous 13F +17,165 shares

    0.68% of the 13F portfolio, value $3,358,710.

    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 17,655 shares
    Change vs previous 13F -19,297 shares

    0.36% of the 13F portfolio, value $1,637,317.

    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 36,952 shares
    Change vs previous 13F -5,141 shares

    0.79% of the 13F portfolio, value $3,479,366.

    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 42,093 shares
    Change vs previous 13F -4,246 shares

    0.92% of the 13F portfolio, value $4,004,644.

    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 46,339 shares
    Change vs previous 13F -625 shares

    1.07% of the 13F portfolio, value $4,349,910.

    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 46,964 shares
    Change vs previous 13F -2,318 shares

    1.16% of the 13F portfolio, value $4,398,678.

    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 49,282 shares
    Change vs previous 13F -16,378 shares

    1.15% of the 13F portfolio, value $4,375,830.

    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 65,660 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $5,995,504.

    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).