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PETREDIS INVESTMENT ADVISORS LLC: UNH position timeline

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

PETREDIS INVESTMENT ADVISORS LLC held 30,468 UNH 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 30,468 shares
    Change vs previous 13F -30 shares

    0.85% of the 13F portfolio, value $12,663,415.

    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 30,498 shares
    Change vs previous 13F -262 shares

    0.68% of the 13F portfolio, value $8,252,454.

    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 30,760 shares
    Change vs previous 13F -382 shares

    0.8% of the 13F portfolio, value $10,154,184.

    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 31,142 shares
    Change vs previous 13F -645 shares

    0.86% of the 13F portfolio, value $10,753,333.

    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 31,787 shares
    Change vs previous 13F +481 shares

    0.87% of the 13F portfolio, value $9,916,590.

    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 31,306 shares
    Change vs previous 13F +621 shares

    1.71% of the 13F portfolio, value $16,396,518.

    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 30,685 shares
    Change vs previous 13F -832 shares

    1.6% of the 13F portfolio, value $15,522,314.

    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 31,517 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $18,427,360.

    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).