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Disclosery

Clarity Financial LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clarity Financial LLC on AGG, newest first. How the timeline and the estimate are built.

Clarity Financial LLC held 18,151 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,151 shares
    Change vs previous 13F -102 shares

    0.15% of the 13F portfolio, value $1,796,544.

    13F-HR 0002085853-26-000773 filed by Clarity Financial 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 18,253 shares
    Change vs previous 13F -686 shares

    0.2% of the 13F portfolio, value $1,811,941.

    13F-HR 0002085853-26-000550 filed by Clarity Financial 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 18,939 shares
    Change vs previous 13F +1,011 shares

    0.17% of the 13F portfolio, value $1,891,624.

    13F-HR 0002085853-26-000132 filed by Clarity Financial 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 17,928 shares
    Change vs previous 13F +1,625 shares

    0.18% of the 13F portfolio, value $1,797,310.

    13F-HR 0002085853-25-000059 filed by Clarity Financial 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 16,303 shares
    Change vs previous 13F -1,701 shares

    0.17% of the 13F portfolio, value $1,617,295.

    13F-HR 0001667731-25-000877 filed by Clarity Financial 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 18,004 shares
    Change vs previous 13F +1,181 shares

    0.2% of the 13F portfolio, value $1,780,969.

    13F-HR 0001667731-25-000638 filed by Clarity Financial 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 16,823 shares
    Change vs previous 13F -45 shares

    0.19% of the 13F portfolio, value $1,630,181.

    13F-HR 0001667731-25-000095 filed by Clarity Financial 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 16,868 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,708,197.

    13F-HR 0001862145-24-000004 filed by Clarity Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).