Clarity Wealth Development LLC: DFSV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clarity Wealth Development LLC on DFSV, newest first. How the timeline and the estimate are built.
Clarity Wealth Development LLC held 511,635 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 511,635 sharesChange vs previous 13F +31,252 shares
11.02% of the 13F portfolio, value $19,846,322.
13F-HR 0001941040-26-000460 filed by Clarity Wealth Development LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 480,383 sharesChange vs previous 13F +27,016 shares
13.74% of the 13F portfolio, value $16,832,620.
13F-HR 0001941040-26-000245 filed by Clarity Wealth Development LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 453,367 sharesChange vs previous 13F +49,467 shares
12.61% of the 13F portfolio, value $14,911,241.
13F-HR 0001941040-26-000098 filed by Clarity Wealth Development LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 403,900 sharesChange vs previous 13F +23,174 shares
11.62% of the 13F portfolio, value $12,876,332.
13F-HR 0001941040-25-000637 filed by Clarity Wealth Development LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 380,726 sharesChange vs previous 13F +16,964 shares
11.16% of the 13F portfolio, value $11,204,766.
13F-HR 0001941040-25-000422 filed by Clarity Wealth Development LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 363,762 sharesChange vs previous 13F +31,481 shares
10.78% of the 13F portfolio, value $9,657,881.
13F-HR 0001941040-25-000280 filed by Clarity Wealth Development LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 332,281 sharesChange vs previous 13F not available
11.44% of the 13F portfolio, value $10,539,953.
13F-HR 0001941040-25-000106 filed by Clarity Wealth Development LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).