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PETREDIS INVESTMENT ADVISORS LLC: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PETREDIS INVESTMENT ADVISORS LLC on CGMU, newest first. How the timeline and the estimate are built.

PETREDIS INVESTMENT ADVISORS LLC held 154,087 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,087 shares
    Change vs previous 13F +128 shares

    0.29% of the 13F portfolio, value $4,232,770.

    13F-HR 0001964544-26-000003 filed by PETREDIS INVESTMENT ADVISORS LLC
    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 153,959 shares
    Change vs previous 13F +10 shares

    0.34% of the 13F portfolio, value $4,179,987.

    13F-HR 0001964544-26-000002 filed by PETREDIS INVESTMENT ADVISORS LLC
    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 153,949 shares
    Change vs previous 13F +14,669 shares

    0.33% of the 13F portfolio, value $4,215,124.

    13F-HR 0001964544-26-000001 filed by PETREDIS INVESTMENT ADVISORS LLC
    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 139,280 shares
    Change vs previous 13F +55,980 shares

    0.31% of the 13F portfolio, value $3,800,951.

    13F-HR 0001964544-25-000003 filed by PETREDIS INVESTMENT ADVISORS LLC
    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 83,300 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,223,277.

    13F-HR 0001085146-25-003757 filed by PETREDIS INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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