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Clarity Retirement & Wealth, LLC: FENI position timeline

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

Clarity Retirement & Wealth, LLC held 381,396 FENI 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 381,396 shares
    Change vs previous 13F +26,866 shares

    10.58% of the 13F portfolio, value $15,305,406.

    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 354,530 shares
    Change vs previous 13F +61,638 shares

    10.64% of the 13F portfolio, value $13,188,502.

    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 292,892 shares
    Change vs previous 13F not available

    9.43% of the 13F portfolio, value $10,713,991.

    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).