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PETREDIS INVESTMENT ADVISORS LLC: IWD position timeline

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

PETREDIS INVESTMENT ADVISORS LLC held 2,268 IWD 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 2,268 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $549,831.

    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 2,268 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $484,604.

    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 2,268 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $477,051.

    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 2,268 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $461,742.

    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 2,268 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $440,514.

    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).

  6. period ended2025-03-31
    13F 2,268 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $426,747.

    13F-HR 0001085146-25-002102 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).

  7. period ended2024-12-31
    13F 2,268 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $419,875.

    13F-HR 0001085146-25-000361 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).

  8. period ended2024-09-30
    13F 2,268 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $430,466.

    13F-HR 0001085146-24-004901 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).