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Clarity Wealth Advisors, LLC: CRM position timeline

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

Clarity Wealth Advisors, LLC held 1,742 CRM 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 1,742 shares
    Change vs previous 13F -54 shares

    0.05% of the 13F portfolio, value $272,902.

    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 1,796 shares
    Change vs previous 13F -35 shares

    0.07% of the 13F portfolio, value $335,259.

    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 1,831 shares
    Change vs previous 13F -73 shares

    0.1% of the 13F portfolio, value $485,081.

    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 1,904 shares
    Change vs previous 13F -16 shares

    0.1% of the 13F portfolio, value $451,276.

    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 1,920 shares
    Change vs previous 13F +160 shares

    0.13% of the 13F portfolio, value $523,597.

    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 1,760 shares
    Change vs previous 13F +40 shares

    0.13% of the 13F portfolio, value $472,345.

    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 1,720 shares
    Change vs previous 13F -18 shares

    0.16% of the 13F portfolio, value $575,087.

    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 1,738 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $475,740.

    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).