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Cladis Investment Advisory, LLC: XLK position timeline

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

Cladis Investment Advisory, LLC held 21,616 XLK 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 21,616 shares
    Change vs previous 13F +394 shares

    1.92% of the 13F portfolio, value $4,118,346.

    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 21,222 shares
    Change vs previous 13F -2,255 shares

    1.55% of the 13F portfolio, value $2,820,418.

    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 23,477 shares
    Change vs previous 13F +11,670 shares

    1.85% of the 13F portfolio, value $3,379,966.

    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 11,807 shares
    Change vs previous 13F +110 shares

    1.9% of the 13F portfolio, value $3,327,863.

    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 11,697 shares
    Change vs previous 13F +305 shares

    1.86% of the 13F portfolio, value $2,961,948.

    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 11,392 shares
    Change vs previous 13F +236 shares

    1.7% of the 13F portfolio, value $2,352,121.

    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 11,156 shares
    Change vs previous 13F +890 shares

    1.84% of the 13F portfolio, value $2,594,075.

    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 10,266 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,317,690.

    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).