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Disclosery

Clarity Financial LLC: COST position timeline

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

Clarity Financial LLC held 52,658 COST 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 52,658 shares
    Change vs previous 13F +16,286 shares

    4.21% of the 13F portfolio, value $49,259,759.

    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 36,372 shares
    Change vs previous 13F +127 shares

    3.94% of the 13F portfolio, value $36,242,080.

    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 36,245 shares
    Change vs previous 13F +1,965 shares

    2.89% of the 13F portfolio, value $31,255,840.

    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 34,280 shares
    Change vs previous 13F +699 shares

    3.15% of the 13F portfolio, value $31,730,835.

    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 33,581 shares
    Change vs previous 13F -2,767 shares

    3.58% of the 13F portfolio, value $33,243,465.

    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 36,348 shares
    Change vs previous 13F +1,523 shares

    3.95% of the 13F portfolio, value $34,377,391.

    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 34,825 shares
    Change vs previous 13F -1,052 shares

    3.81% of the 13F portfolio, value $31,909,267.

    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 35,877 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $31,805,346.

    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).