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PETREDIS INVESTMENT ADVISORS LLC: CGSD position timeline

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

PETREDIS INVESTMENT ADVISORS LLC held 217,231 CGSD 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 217,231 shares
    Change vs previous 13F +24,119 shares

    0.38% of the 13F portfolio, value $5,589,354.

    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 193,112 shares
    Change vs previous 13F -16,619 shares

    0.41% of the 13F portfolio, value $4,980,358.

    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 209,731 shares
    Change vs previous 13F +36,616 shares

    0.43% of the 13F portfolio, value $5,455,103.

    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 173,115 shares
    Change vs previous 13F +54,633 shares

    0.36% of the 13F portfolio, value $4,497,528.

    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 118,482 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,072,831.

    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).