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Petix & Botte Co: VUG position timeline

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

Petix & Botte Co held 126,950 VUG 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 126,950 shares
    Change vs previous 13F +115,526 shares

    2.2% of the 13F portfolio, value $10,935,470.

    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 11,424 shares
    Change vs previous 13F -11,534 shares

    1.11% of the 13F portfolio, value $4,989,902.

    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 22,958 shares
    Change vs previous 13F +67 shares

    2.54% of the 13F portfolio, value $11,200,382.

    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 22,891 shares
    Change vs previous 13F -664 shares

    2.53% of the 13F portfolio, value $10,977,944.

    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 23,555 shares
    Change vs previous 13F +44 shares

    2.53% of the 13F portfolio, value $10,326,830.

    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 23,511 shares
    Change vs previous 13F -894 shares

    2.3% of the 13F portfolio, value $8,718,618.

    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 24,405 shares
    Change vs previous 13F -1,935 shares

    2.63% of the 13F portfolio, value $10,017,342.

    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 26,340 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $10,112,652.

    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).