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Disclosery

Clarity Financial LLC: XLP position timeline

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

Clarity Financial LLC held 204,768 XLP 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 204,768 shares
    Change vs previous 13F +43,926 shares

    1.46% of the 13F portfolio, value $17,010,066.

    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 160,842 shares
    Change vs previous 13F -36,688 shares

    1.43% of the 13F portfolio, value $13,185,836.

    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 197,530 shares
    Change vs previous 13F -5,168 shares

    1.42% of the 13F portfolio, value $15,344,140.

    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 202,698 shares
    Change vs previous 13F +8,994 shares

    1.58% of the 13F portfolio, value $15,885,461.

    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 193,704 shares
    Change vs previous 13F -36,311 shares

    1.69% of the 13F portfolio, value $15,684,202.

    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 230,015 shares
    Change vs previous 13F +63,908 shares

    2.16% of the 13F portfolio, value $18,785,301.

    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 166,107 shares
    Change vs previous 13F -325 shares

    1.56% of the 13F portfolio, value $13,057,685.

    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 166,432 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $13,813,860.

    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).