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PETREDIS INVESTMENT ADVISORS LLC: XLI position timeline

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

PETREDIS INVESTMENT ADVISORS LLC held 34,207 XLI 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 34,207 shares
    Change vs previous 13F -290 shares

    0.43% of the 13F portfolio, value $6,336,074.

    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 34,497 shares
    Change vs previous 13F +852 shares

    0.46% of the 13F portfolio, value $5,579,123.

    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 33,645 shares
    Change vs previous 13F -324 shares

    0.41% of the 13F portfolio, value $5,218,939.

    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 33,969 shares
    Change vs previous 13F +690 shares

    0.42% of the 13F portfolio, value $5,238,965.

    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 33,279 shares
    Change vs previous 13F +1,793 shares

    0.43% of the 13F portfolio, value $4,909,248.

    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 31,486 shares
    Change vs previous 13F +2,596 shares

    0.43% of the 13F portfolio, value $4,126,872.

    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 28,890 shares
    Change vs previous 13F +6,850 shares

    0.39% of the 13F portfolio, value $3,806,546.

    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 22,040 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,985,098.

    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).