Cladis Investment Advisory, LLC: XLI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cladis Investment Advisory, LLC on XLI, newest first. How the timeline and the estimate are built.
Cladis Investment Advisory, LLC held 3,613 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 3,613 sharesChange vs previous 13F +298 shares
0.31% of the 13F portfolio, value $669,283.
13F-HR 0001911520-26-000003 filed by Cladis Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,315 sharesChange vs previous 13F 0 shares
0.3% of the 13F portfolio, value $536,168.
13F-HR 0001911520-26-000002 filed by Cladis Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,315 sharesChange vs previous 13F +25 shares
0.28% of the 13F portfolio, value $514,246.
13F-HR 0001911520-26-000001 filed by Cladis Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,290 sharesChange vs previous 13F +50 shares
0.29% of the 13F portfolio, value $507,429.
13F-HR 0001911520-25-000006 filed by Cladis Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,240 sharesChange vs previous 13F +184 shares
0.3% of the 13F portfolio, value $477,965.
13F-HR 0001911520-25-000005 filed by Cladis Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,056 sharesChange vs previous 13F +45 shares
0.29% of the 13F portfolio, value $400,550.
13F-HR 0001911520-25-000003 filed by Cladis Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,011 sharesChange vs previous 13F +1,411 shares
0.28% of the 13F portfolio, value $396,729.
13F-HR 0001911520-25-000001 filed by Cladis Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,600 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $216,704.
13F-HR 0001911520-24-000016 filed by Cladis Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).