Advertisement
Screener

Cladis Investment Advisory, LLC Last Quarter Change: Foreign Funds, Sold Out

Cladis Investment Advisory, LLC quarter change: Foreign Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Cladis Investment Advisory, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1911520): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
HFG Wealth Management, LLCUnited States$0.182B50
Elefante Mark BUnited States$0.182B187
DELTA CAPITAL MANAGEMENT LLCUnited States$0.182B104
Nikulski Financial, Inc.United States$0.182B32
Anderson Financial Strategies, LLCUnited States$0.182B32
Silverberg Bernstein Capital Management LLCUnited States$0.182B68
LAM GROUP, INC.United States$0.182B136
HAGER INVESTMENT MANAGEMENT SERVICES, LLCUnited States$0.182B329
TILIA FIDUCIARY PARTNERS, INC.United States$0.182B115
Oak Wealth Advisors LLCUnited States$0.182B58