Skip to content
Disclosery

Clarus Wealth Advisors: SPYM position timeline

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

Clarus Wealth Advisors held 116,667 SPYM 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 116,667 shares
    Change vs previous 13F -710 shares

    3.94% of the 13F portfolio, value $10,234,020.

    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 117,377 shares
    Change vs previous 13F -571 shares

    3.88% of the 13F portfolio, value $9,107,319.

    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 117,948 shares
    Change vs previous 13F -554 shares

    3.99% of the 13F portfolio, value $9,626,924.

    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 118,502 shares
    Change vs previous 13F +402 shares

    4.13% of the 13F portfolio, value $9,329,691.

    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 118,100 shares
    Change vs previous 13F +1,674 shares

    3.99% of the 13F portfolio, value $8,617,749.

    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 116,426 shares
    Change vs previous 13F +15,397 shares

    3.98% of the 13F portfolio, value $7,443,143.

    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 101,029 shares
    Change vs previous 13F +3,574 shares

    3.44% of the 13F portfolio, value $6,911,391.

    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 97,455 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $6,507,100.

    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).