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Clarity Wealth Advisors, LLC: BIV position timeline

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

Clarity Wealth Advisors, LLC held 155,914 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,914 shares
    Change vs previous 13F +9,067 shares

    2.11% of the 13F portfolio, value $11,958,604.

    13F-HR 0001767384-26-000004 filed by Clarity Wealth Advisors, 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 146,847 shares
    Change vs previous 13F +11,823 shares

    2.33% of the 13F portfolio, value $11,333,651.

    13F-HR 0001767384-26-000002 filed by Clarity Wealth Advisors, 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 135,024 shares
    Change vs previous 13F +21,013 shares

    2.15% of the 13F portfolio, value $10,515,669.

    13F-HR 0001767384-26-000001 filed by Clarity Wealth Advisors, 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 114,011 shares
    Change vs previous 13F +17,562 shares

    1.96% of the 13F portfolio, value $8,903,119.

    13F-HR 0001767384-25-000002 filed by Clarity Wealth Advisors, 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 96,449 shares
    Change vs previous 13F +4,630 shares

    1.84% of the 13F portfolio, value $7,459,366.

    13F-HR 0001085146-25-004654 filed by Clarity Wealth Advisors, 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 91,819 shares
    Change vs previous 13F +4,942 shares

    1.95% of the 13F portfolio, value $7,030,543.

    13F-HR 0001085146-25-002498 filed by Clarity Wealth Advisors, 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 86,877 shares
    Change vs previous 13F +16,528 shares

    1.77% of the 13F portfolio, value $6,492,318.

    13F-HR 0001085146-25-000530 filed by Clarity Wealth Advisors, 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 70,349 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $5,513,251.

    13F-HR 0001085146-24-005016 filed by Clarity Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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