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Disclosery

Pettee Investors, Inc.: HOMZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pettee Investors, Inc. on HOMZ, newest first. How the timeline and the estimate are built.

Pettee Investors, Inc. held 153,817 HOMZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,817 shares
    Change vs previous 13F 0 shares

    3.62% of the 13F portfolio, value $7,349,376.

    13F-HR 0001596901-26-000003 filed by Pettee Investors, Inc.
    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 153,817 shares
    Change vs previous 13F 0 shares

    3.56% of the 13F portfolio, value $6,918,689.

    13F-HR 0001596901-26-000002 filed by Pettee Investors, Inc.
    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 153,817 shares
    Change vs previous 13F 0 shares

    3.91% of the 13F portfolio, value $6,977,401.

    13F-HR 0001596901-26-000001 filed by Pettee Investors, Inc.
    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 153,817 shares
    Change vs previous 13F 0 shares

    3.98% of the 13F portfolio, value $7,236,244.

    13F-HR 0001596901-25-000005 filed by Pettee Investors, Inc.
    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 153,817 shares
    Change vs previous 13F 0 shares

    4% of the 13F portfolio, value $6,684,887.

    13F-HR 0001596901-25-000003 filed by Pettee Investors, Inc.
    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 153,817 shares
    Change vs previous 13F -6,600 shares

    4.1% of the 13F portfolio, value $6,876,589.

    13F-HR 0001596901-25-000002 filed by Pettee Investors, Inc.
    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 160,417 shares
    Change vs previous 13F 0 shares

    3.69% of the 13F portfolio, value $7,267,901.

    13F-HR 0001596901-25-000001 filed by Pettee Investors, Inc.
    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 160,417 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $8,162,867.

    13F-HR 0001596901-24-000004 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).