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Clarity Financial LLC: XLI position timeline

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

Clarity Financial LLC held 48,144 XLI 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 48,144 shares
    Change vs previous 13F +640 shares

    0.76% of the 13F portfolio, value $8,917,698.

    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 47,504 shares
    Change vs previous 13F -14,889 shares

    0.84% of the 13F portfolio, value $7,682,866.

    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 62,393 shares
    Change vs previous 13F +35,264 shares

    0.9% of the 13F portfolio, value $9,678,412.

    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 27,129 shares
    Change vs previous 13F -4,622 shares

    0.42% of the 13F portfolio, value $4,184,086.

    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 31,751 shares
    Change vs previous 13F -9,801 shares

    0.5% of the 13F portfolio, value $4,683,889.

    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 41,552 shares
    Change vs previous 13F +6,135 shares

    0.63% of the 13F portfolio, value $5,446,263.

    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 35,417 shares
    Change vs previous 13F +407 shares

    0.56% of the 13F portfolio, value $4,666,503.

    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 35,010 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,741,705.

    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).