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Petix & Botte Co: VYM position timeline

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

Petix & Botte Co held 23,410 VYM 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 23,410 shares
    Change vs previous 13F +10,695 shares

    0.74% of the 13F portfolio, value $3,699,544.

    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 12,715 shares
    Change vs previous 13F -12,192 shares

    0.42% of the 13F portfolio, value $1,883,067.

    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 24,907 shares
    Change vs previous 13F -27 shares

    0.81% of the 13F portfolio, value $3,574,834.

    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 24,934 shares
    Change vs previous 13F -1,061 shares

    0.81% of the 13F portfolio, value $3,514,528.

    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 25,995 shares
    Change vs previous 13F -833 shares

    0.85% of the 13F portfolio, value $3,465,400.

    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 26,828 shares
    Change vs previous 13F -1,595 shares

    0.91% of the 13F portfolio, value $3,459,702.

    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 28,423 shares
    Change vs previous 13F -2,269 shares

    0.95% of the 13F portfolio, value $3,626,544.

    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 30,692 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,934,622.

    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).