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Disclosery

Clarity Financial LLC: XLU position timeline

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

Clarity Financial LLC held 242,052 XLU 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 242,052 shares
    Change vs previous 13F +58,392 shares

    0.94% of the 13F portfolio, value $10,974,635.

    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 183,660 shares
    Change vs previous 13F -4,431 shares

    0.92% of the 13F portfolio, value $8,428,152.

    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 188,091 shares
    Change vs previous 13F +31,212 shares

    0.74% of the 13F portfolio, value $8,029,592.

    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 156,879 shares
    Change vs previous 13F -14,429 shares

    1.36% of the 13F portfolio, value $13,681,450.

    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 171,308 shares
    Change vs previous 13F +10,447 shares

    1.51% of the 13F portfolio, value $13,989,049.

    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 160,861 shares
    Change vs previous 13F +8,066 shares

    1.46% of the 13F portfolio, value $12,683,889.

    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 152,795 shares
    Change vs previous 13F +29,283 shares

    1.38% of the 13F portfolio, value $11,565,029.

    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 123,512 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $9,977,305.

    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).