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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

  1. period ended2026-06-30
    13F 511,635 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 480,383 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 453,367 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 403,900 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 380,726 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 363,762 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 332,281 shares
    Change 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), ingested

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