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Clarus Wealth Advisors: SPYV position timeline

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

Clarus Wealth Advisors held 80,042 SPYV 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 80,042 shares
    Change vs previous 13F -3,839 shares

    1.89% of the 13F portfolio, value $4,905,790.

    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 83,881 shares
    Change vs previous 13F -2,419 shares

    2.03% of the 13F portfolio, value $4,762,778.

    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 86,300 shares
    Change vs previous 13F +335 shares

    2.08% of the 13F portfolio, value $5,008,867.

    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 85,965 shares
    Change vs previous 13F -2,285 shares

    2.12% of the 13F portfolio, value $4,788,265.

    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 88,250 shares
    Change vs previous 13F +1,743 shares

    2.16% of the 13F portfolio, value $4,666,674.

    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 86,507 shares
    Change vs previous 13F +5,173 shares

    2.24% of the 13F portfolio, value $4,193,872.

    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 81,334 shares
    Change vs previous 13F -4,985 shares

    2.06% of the 13F portfolio, value $4,127,714.

    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 86,319 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $4,517,950.

    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).