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Disclosery

Clarity Financial LLC: XLY position timeline

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

Clarity Financial LLC held 114,884 XLY 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 114,884 shares
    Change vs previous 13F +2,022 shares

    1.15% of the 13F portfolio, value $13,473,544.

    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 112,862 shares
    Change vs previous 13F -1,728 shares

    1.34% of the 13F portfolio, value $12,299,703.

    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 114,590 shares
    Change vs previous 13F +65,652 shares

    1.27% of the 13F portfolio, value $13,683,212.

    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 48,938 shares
    Change vs previous 13F -1,730 shares

    1.16% of the 13F portfolio, value $11,727,548.

    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 50,668 shares
    Change vs previous 13F -3,616 shares

    1.19% of the 13F portfolio, value $11,011,751.

    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 54,284 shares
    Change vs previous 13F +8,686 shares

    1.23% of the 13F portfolio, value $10,718,878.

    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 45,598 shares
    Change vs previous 13F -2,353 shares

    1.22% of the 13F portfolio, value $10,229,839.

    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 47,951 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $9,608,000.

    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).