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PETREDIS INVESTMENT ADVISORS LLC: XLF position timeline

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

PETREDIS INVESTMENT ADVISORS LLC held 2,002,084 XLF 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 2,002,084 shares
    Change vs previous 13F -4,392 shares

    7.23% of the 13F portfolio, value $107,331,733.

    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 2,006,476 shares
    Change vs previous 13F +85,325 shares

    8.11% of the 13F portfolio, value $99,059,729.

    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 1,921,151 shares
    Change vs previous 13F -21,133 shares

    8.25% of the 13F portfolio, value $105,221,450.

    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 1,942,284 shares
    Change vs previous 13F -5,733 shares

    8.4% of the 13F portfolio, value $104,630,849.

    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 1,948,017 shares
    Change vs previous 13F +38,010 shares

    8.94% of the 13F portfolio, value $102,017,660.

    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 1,910,007 shares
    Change vs previous 13F +97,968 shares

    9.95% of the 13F portfolio, value $95,137,453.

    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 1,812,039 shares
    Change vs previous 13F +106,604 shares

    9.05% of the 13F portfolio, value $87,575,845.

    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 1,705,435 shares
    Change vs previous 13F not available

    8.22% of the 13F portfolio, value $77,290,314.

    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).