Skip to content
Disclosery

Clarity Retirement & Wealth, LLC: SPYM position timeline

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

Clarity Retirement & Wealth, LLC held 147,034 SPYM 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 147,034 shares
    Change vs previous 13F +8,523 shares

    8.93% of the 13F portfolio, value $12,921,347.

    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 138,511 shares
    Change vs previous 13F -10,664 shares

    8.55% of the 13F portfolio, value $10,601,614.

    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 149,175 shares
    Change vs previous 13F not available

    10.53% of the 13F portfolio, value $11,966,784.

    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).