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Clarus Wealth Advisors: SPSM position timeline

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

Clarus Wealth Advisors held 61,551 SPSM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,551 shares
    Change vs previous 13F -2,646 shares

    1.33% of the 13F portfolio, value $3,438,865.

    13F-HR 0001730149-26-000003 filed by Clarus Wealth Advisors
    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 64,197 shares
    Change vs previous 13F -996 shares

    1.35% of the 13F portfolio, value $3,159,130.

    13F-HR 0001730149-26-000002 filed by Clarus Wealth Advisors
    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 65,193 shares
    Change vs previous 13F -227 shares

    1.33% of the 13F portfolio, value $3,213,344.

    13F-HR 0001730149-26-000001 filed by Clarus Wealth Advisors
    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 65,420 shares
    Change vs previous 13F +921 shares

    1.36% of the 13F portfolio, value $3,064,282.

    13F-HR 0001730149-25-000005 filed by Clarus Wealth Advisors
    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 64,499 shares
    Change vs previous 13F +4,165 shares

    1.3% of the 13F portfolio, value $2,817,956.

    13F-HR 0001730149-25-000003 filed by Clarus Wealth Advisors
    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 60,334 shares
    Change vs previous 13F +9,884 shares

    1.24% of the 13F portfolio, value $2,318,617.

    13F-HR 0001730149-25-000002 filed by Clarus Wealth Advisors
    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 50,450 shares
    Change vs previous 13F +2,526 shares

    1.11% of the 13F portfolio, value $2,235,955.

    13F-HR 0001730149-25-000001 filed by Clarus Wealth Advisors
    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 47,924 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,136,922.

    13F-HR 0001730149-24-000004 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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