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PETREDIS INVESTMENT ADVISORS LLC: XLV position timeline

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

PETREDIS INVESTMENT ADVISORS LLC held 76,536 XLV 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 76,536 shares
    Change vs previous 13F +251 shares

    0.82% of the 13F portfolio, value $12,143,124.

    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 76,285 shares
    Change vs previous 13F +1,668 shares

    0.92% of the 13F portfolio, value $11,184,072.

    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 74,617 shares
    Change vs previous 13F -10 shares

    0.91% of the 13F portfolio, value $11,550,636.

    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 74,627 shares
    Change vs previous 13F +1,212 shares

    0.83% of the 13F portfolio, value $10,385,771.

    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 73,415 shares
    Change vs previous 13F +2,198 shares

    0.87% of the 13F portfolio, value $9,895,542.

    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 71,217 shares
    Change vs previous 13F -504 shares

    1.09% of the 13F portfolio, value $10,398,408.

    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 71,721 shares
    Change vs previous 13F +3,026 shares

    1.02% of the 13F portfolio, value $9,866,668.

    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 68,695 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $10,580,410.

    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).