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Disclosery

Clarus Wealth Advisors: SPY position timeline

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

Clarus Wealth Advisors held 31,542 SPY 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 31,542 shares
    Change vs previous 13F -557 shares

    9.06% of the 13F portfolio, value $23,511,098.

    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 32,099 shares
    Change vs previous 13F -436 shares

    9.02% of the 13F portfolio, value $21,160,600.

    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 32,535 shares
    Change vs previous 13F -571 shares

    9.36% of the 13F portfolio, value $22,572,013.

    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 33,106 shares
    Change vs previous 13F +238 shares

    9.8% of the 13F portfolio, value $22,155,138.

    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 32,868 shares
    Change vs previous 13F +647 shares

    9.43% of the 13F portfolio, value $20,389,624.

    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 32,221 shares
    Change vs previous 13F +4,441 shares

    9.45% of the 13F portfolio, value $17,677,130.

    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 27,780 shares
    Change vs previous 13F +1,898 shares

    8.04% of the 13F portfolio, value $16,150,832.

    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 25,882 shares
    Change vs previous 13F not available

    7.49% of the 13F portfolio, value $14,695,974.

    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).