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Cladis Investment Advisory, LLC: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cladis Investment Advisory, LLC on IBB, newest first. How the timeline and the estimate are built.

Cladis Investment Advisory, LLC held 5,175 IBB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,175 shares
    Change vs previous 13F -100 shares

    0.46% of the 13F portfolio, value $984,233.

    13F-HR 0001911520-26-000003 filed by Cladis Investment Advisory, 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 5,275 shares
    Change vs previous 13F -100 shares

    0.49% of the 13F portfolio, value $890,684.

    13F-HR 0001911520-26-000002 filed by Cladis Investment Advisory, 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 5,375 shares
    Change vs previous 13F -50 shares

    0.5% of the 13F portfolio, value $907,139.

    13F-HR 0001911520-26-000001 filed by Cladis Investment Advisory, 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 5,425 shares
    Change vs previous 13F -285 shares

    0.45% of the 13F portfolio, value $783,207.

    13F-HR 0001911520-25-000006 filed by Cladis Investment Advisory, 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 5,710 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $722,372.

    13F-HR 0001911520-25-000005 filed by Cladis Investment Advisory, 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 5,710 shares
    Change vs previous 13F +570 shares

    0.53% of the 13F portfolio, value $730,309.

    13F-HR 0001911520-25-000003 filed by Cladis Investment Advisory, 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 5,140 shares
    Change vs previous 13F +840 shares

    0.48% of the 13F portfolio, value $679,559.

    13F-HR 0001911520-25-000001 filed by Cladis Investment Advisory, 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 4,300 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $626,080.

    13F-HR 0001911520-24-000016 filed by Cladis Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).