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Disclosery

Clarity Financial LLC: SHV position timeline

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

Clarity Financial LLC held 2,807 SHV 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 2,807 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $309,788.

    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 2,808 shares
    Change vs previous 13F -88 shares

    0.03% of the 13F portfolio, value $310,010.

    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 2,896 shares
    Change vs previous 13F -63 shares

    0.03% of the 13F portfolio, value $319,029.

    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 2,959 shares
    Change vs previous 13F -6 shares

    0.03% of the 13F portfolio, value $326,927.

    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 2,965 shares
    Change vs previous 13F +2,965 shares

    0.04% of the 13F portfolio, value $327,436.

    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 0 shares
    Change vs previous 13F -22,625 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 22,625 shares
    Change vs previous 13F -359 shares

    0.3% of the 13F portfolio, value $2,491,284.

    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 22,984 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,542,765.

    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).