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Cladis Investment Advisory, LLC: XLV position timeline

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

Cladis Investment Advisory, LLC held 7,805 XLV 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 7,805 shares
    Change vs previous 13F +345 shares

    0.58% of the 13F portfolio, value $1,238,391.

    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 7,460 shares
    Change vs previous 13F +120 shares

    0.6% of the 13F portfolio, value $1,093,741.

    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 7,340 shares
    Change vs previous 13F +875 shares

    0.62% of the 13F portfolio, value $1,136,248.

    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 6,465 shares
    Change vs previous 13F -880 shares

    0.51% of the 13F portfolio, value $899,734.

    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 7,345 shares
    Change vs previous 13F -100 shares

    0.62% of the 13F portfolio, value $990,033.

    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 7,445 shares
    Change vs previous 13F +250 shares

    0.79% of the 13F portfolio, value $1,087,044.

    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 7,195 shares
    Change vs previous 13F +1,485 shares

    0.7% of the 13F portfolio, value $989,816.

    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 5,710 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $879,454.

    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).