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Disclosery

Clarity Financial LLC: SHY position timeline

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

Clarity Financial LLC held 266,695 SHY 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 266,695 shares
    Change vs previous 13F +4,507 shares

    1.87% of the 13F portfolio, value $21,898,311.

    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 262,188 shares
    Change vs previous 13F +10,699 shares

    2.35% of the 13F portfolio, value $21,648,846.

    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 251,489 shares
    Change vs previous 13F -279,444 shares

    1.93% of the 13F portfolio, value $20,828,292.

    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 530,933 shares
    Change vs previous 13F -106,107 shares

    4.37% of the 13F portfolio, value $44,046,222.

    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 637,040 shares
    Change vs previous 13F -22,325 shares

    5.68% of the 13F portfolio, value $52,785,118.

    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 659,365 shares
    Change vs previous 13F -24,066 shares

    6.27% of the 13F portfolio, value $54,549,254.

    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 683,431 shares
    Change vs previous 13F -27,853 shares

    6.7% of the 13F portfolio, value $56,027,633.

    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 711,284 shares
    Change vs previous 13F not available

    6.95% of the 13F portfolio, value $59,143,280.

    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).