Skip to content
Disclosery

Clarity Financial LLC: XLC position timeline

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

Clarity Financial LLC held 153,930 XLC 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 153,930 shares
    Change vs previous 13F +2,555 shares

    1.41% of the 13F portfolio, value $16,490,531.

    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 151,375 shares
    Change vs previous 13F -1,965 shares

    1.83% of the 13F portfolio, value $16,781,430.

    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 153,340 shares
    Change vs previous 13F -5,593 shares

    1.67% of the 13F portfolio, value $18,051,241.

    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 158,933 shares
    Change vs previous 13F -21,134 shares

    1.87% of the 13F portfolio, value $18,812,863.

    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 180,067 shares
    Change vs previous 13F -10,667 shares

    2.1% of the 13F portfolio, value $19,542,681.

    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 190,734 shares
    Change vs previous 13F +15,681 shares

    2.12% of the 13F portfolio, value $18,396,336.

    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 175,053 shares
    Change vs previous 13F -9,376 shares

    2.03% of the 13F portfolio, value $16,946,836.

    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 184,429 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $16,672,404.

    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).