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Disclosery

Clarity Financial LLC: XLV position timeline

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

Clarity Financial LLC held 110,053 XLV 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 110,053 shares
    Change vs previous 13F +24,748 shares

    1.49% of the 13F portfolio, value $17,461,042.

    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 85,305 shares
    Change vs previous 13F -1,483 shares

    1.36% of the 13F portfolio, value $12,506,520.

    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 86,788 shares
    Change vs previous 13F -55,907 shares

    1.24% of the 13F portfolio, value $13,434,783.

    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 142,695 shares
    Change vs previous 13F -1,022 shares

    1.97% of the 13F portfolio, value $19,858,853.

    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 143,717 shares
    Change vs previous 13F -20,063 shares

    2.09% of the 13F portfolio, value $19,371,554.

    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 163,780 shares
    Change vs previous 13F +29,788 shares

    2.75% of the 13F portfolio, value $23,913,514.

    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 133,992 shares
    Change vs previous 13F +945 shares

    2.2% of the 13F portfolio, value $18,433,282.

    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 133,047 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $20,491,859.

    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).