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PETREDIS INVESTMENT ADVISORS LLC: XLK position timeline

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

PETREDIS INVESTMENT ADVISORS LLC held 277,210 XLK 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 277,210 shares
    Change vs previous 13F -2,250 shares

    3.56% of the 13F portfolio, value $52,813,957.

    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 279,460 shares
    Change vs previous 13F +585 shares

    3.04% of the 13F portfolio, value $37,140,169.

    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 278,875 shares
    Change vs previous 13F +138,031 shares

    3.15% of the 13F portfolio, value $40,149,564.

    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 140,844 shares
    Change vs previous 13F -765 shares

    3.19% of the 13F portfolio, value $39,698,362.

    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 141,609 shares
    Change vs previous 13F +3,457 shares

    3.14% of the 13F portfolio, value $35,859,712.

    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 138,152 shares
    Change vs previous 13F -196 shares

    2.98% of the 13F portfolio, value $28,525,597.

    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 138,348 shares
    Change vs previous 13F -13,439 shares

    3.32% of the 13F portfolio, value $32,168,638.

    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 151,787 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $34,267,390.

    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).