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Disclosery

Clarity Financial LLC: XLB position timeline

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

Clarity Financial LLC held 141,443 XLB 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 141,443 shares
    Change vs previous 13F +85,515 shares

    0.62% of the 13F portfolio, value $7,189,561.

    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 55,928 shares
    Change vs previous 13F -823 shares

    0.3% of the 13F portfolio, value $2,794,718.

    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 56,751 shares
    Change vs previous 13F +27,708 shares

    0.24% of the 13F portfolio, value $2,573,645.

    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 29,043 shares
    Change vs previous 13F -1,122 shares

    0.26% of the 13F portfolio, value $2,602,846.

    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 30,165 shares
    Change vs previous 13F +381 shares

    0.29% of the 13F portfolio, value $2,648,795.

    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 29,784 shares
    Change vs previous 13F +4,159 shares

    0.29% of the 13F portfolio, value $2,560,806.

    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 25,625 shares
    Change vs previous 13F +711 shares

    0.26% of the 13F portfolio, value $2,156,114.

    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 24,914 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,401,208.

    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).