Clarus Wealth Advisors: CALF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clarus Wealth Advisors on CALF, newest first. How the timeline and the estimate are built.
Clarus Wealth Advisors held 99,159 CALF shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 99,159 sharesChange vs previous 13F -3,673 shares
1.96% of the 13F portfolio, value $5,081,899.
13F-HR 0001730149-26-000003 filed by Clarus Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 102,832 sharesChange vs previous 13F -3,247 shares
1.99% of the 13F portfolio, value $4,673,714.
13F-HR 0001730149-26-000002 filed by Clarus Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 106,079 sharesChange vs previous 13F +69 shares
2.01% of the 13F portfolio, value $4,841,446.
13F-HR 0001730149-26-000001 filed by Clarus Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 106,010 sharesChange vs previous 13F -1,800 shares
2.07% of the 13F portfolio, value $4,687,762.
13F-HR 0001730149-25-000005 filed by Clarus Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 107,810 sharesChange vs previous 13F +4,401 shares
2.06% of the 13F portfolio, value $4,456,865.
13F-HR 0001730149-25-000003 filed by Clarus Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 103,409 sharesChange vs previous 13F not available
1.95% of the 13F portfolio, value $3,645,167.
13F-HR 0001730149-25-000002 filed by Clarus Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).