Skip to content
Disclosery

Cladis Investment Advisory, LLC: XLC position timeline

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

Cladis Investment Advisory, LLC held 12,817 XLC 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 12,817 shares
    Change vs previous 13F +828 shares

    0.64% of the 13F portfolio, value $1,373,085.

    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 11,989 shares
    Change vs previous 13F +214 shares

    0.73% of the 13F portfolio, value $1,329,101.

    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 11,775 shares
    Change vs previous 13F -100 shares

    0.76% of the 13F portfolio, value $1,386,153.

    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 11,875 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,405,644.

    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 11,875 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $1,288,794.

    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 11,875 shares
    Change vs previous 13F +160 shares

    0.83% of the 13F portfolio, value $1,145,344.

    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 11,715 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,134,129.

    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 11,715 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,059,036.

    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).