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Clarity Retirement & Wealth, LLC: FBCG position timeline

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

Clarity Retirement & Wealth, LLC held 456,289 FBCG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 456,289 shares
    Change vs previous 13F +7,545 shares

    19.59% of the 13F portfolio, value $28,340,116.

    13F-HR 0002103352-26-000005 filed by Clarity Retirement & Wealth, 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 448,744 shares
    Change vs previous 13F +86,648 shares

    18.14% of the 13F portfolio, value $22,491,054.

    13F-HR 0002103352-26-000004 filed by Clarity Retirement & Wealth, 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 362,096 shares
    Change vs previous 13F not available

    17.48% of the 13F portfolio, value $19,857,350.

    13F-HR 0002103352-26-000003 filed by Clarity Retirement & Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).