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Disclosery

Petix & Botte Co: XLE position timeline

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

Petix & Botte Co held 56,424 XLE 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 56,424 shares
    Change vs previous 13F +23,593 shares

    0.6% of the 13F portfolio, value $2,996,640.

    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 32,831 shares
    Change vs previous 13F -35,394 shares

    0.45% of the 13F portfolio, value $2,011,252.

    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 68,225 shares
    Change vs previous 13F +28,468 shares

    0.69% of the 13F portfolio, value $3,050,332.

    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 39,757 shares
    Change vs previous 13F -4,734 shares

    0.82% of the 13F portfolio, value $3,551,970.

    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 44,491 shares
    Change vs previous 13F -4,237 shares

    0.93% of the 13F portfolio, value $3,773,206.

    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 48,728 shares
    Change vs previous 13F -3,220 shares

    1.2% of the 13F portfolio, value $4,553,288.

    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 51,948 shares
    Change vs previous 13F -15,182 shares

    1.17% of the 13F portfolio, value $4,449,798.

    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 67,130 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $5,894,090.

    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).