Skip to content
Disclosery

Clarity Wealth Advisors, LLC: CGBL position timeline

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

Clarity Wealth Advisors, LLC held 369,648 CGBL 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 369,648 shares
    Change vs previous 13F +77,307 shares

    2.48% of the 13F portfolio, value $14,031,838.

    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 292,341 shares
    Change vs previous 13F +85,648 shares

    2.07% of the 13F portfolio, value $10,059,454.

    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 206,693 shares
    Change vs previous 13F +58,004 shares

    1.49% of the 13F portfolio, value $7,302,464.

    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 148,689 shares
    Change vs previous 13F +42,121 shares

    1.14% of the 13F portfolio, value $5,162,482.

    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 106,568 shares
    Change vs previous 13F +17,516 shares

    0.88% of the 13F portfolio, value $3,563,634.

    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 89,052 shares
    Change vs previous 13F +22,021 shares

    0.77% of the 13F portfolio, value $2,758,831.

    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 67,031 shares
    Change vs previous 13F +27,486 shares

    0.57% of the 13F portfolio, value $2,096,059.

    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 39,545 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,227,872.

    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).