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Clarity Financial LLC: XLF position timeline

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

Clarity Financial LLC held 407,163 XLF 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 407,163 shares
    Change vs previous 13F +4,905 shares

    1.87% of the 13F portfolio, value $21,827,988.

    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 402,258 shares
    Change vs previous 13F -61,495 shares

    2.16% of the 13F portfolio, value $19,859,478.

    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 463,753 shares
    Change vs previous 13F +152,725 shares

    2.35% of the 13F portfolio, value $25,399,776.

    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 311,028 shares
    Change vs previous 13F -6,676 shares

    1.66% of the 13F portfolio, value $16,755,057.

    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 317,704 shares
    Change vs previous 13F +47,042 shares

    1.79% of the 13F portfolio, value $16,638,148.

    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 270,662 shares
    Change vs previous 13F +74,985 shares

    1.55% of the 13F portfolio, value $13,481,660.

    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 195,677 shares
    Change vs previous 13F -5,902 shares

    1.13% of the 13F portfolio, value $9,457,051.

    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 201,579 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $9,135,582.

    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).