Skip to content
Disclosery

Clarity Wealth Advisors, LLC: JEPQ position timeline

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

Clarity Wealth Advisors, LLC held 51,418 JEPQ 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 51,418 shares
    Change vs previous 13F +1,895 shares

    0.56% of the 13F portfolio, value $3,160,121.

    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 49,523 shares
    Change vs previous 13F +6,985 shares

    0.57% of the 13F portfolio, value $2,749,543.

    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 42,538 shares
    Change vs previous 13F +710 shares

    0.5% of the 13F portfolio, value $2,472,333.

    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 41,828 shares
    Change vs previous 13F +2,916 shares

    0.53% of the 13F portfolio, value $2,405,941.

    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 38,912 shares
    Change vs previous 13F +3,727 shares

    0.52% of the 13F portfolio, value $2,116,835.

    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 35,185 shares
    Change vs previous 13F +1,149 shares

    0.51% of the 13F portfolio, value $1,821,890.

    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 34,036 shares
    Change vs previous 13F +772 shares

    0.52% of the 13F portfolio, value $1,918,922.

    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 33,264 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,827,195.

    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).