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Clarus Wealth Advisors: XLB position timeline

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

Clarus Wealth Advisors held 47,919 XLB 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 47,919 shares
    Change vs previous 13F +4,793 shares

    0.93% of the 13F portfolio, value $2,403,617.

    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 43,126 shares
    Change vs previous 13F +2,511 shares

    0.92% of the 13F portfolio, value $2,159,750.

    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 40,615 shares
    Change vs previous 13F +21,650 shares

    0.82% of the 13F portfolio, value $1,979,169.

    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 18,965 shares
    Change vs previous 13F +56 shares

    0.75% of the 13F portfolio, value $1,704,195.

    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 18,909 shares
    Change vs previous 13F +2,056 shares

    0.8% of the 13F portfolio, value $1,725,068.

    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 16,853 shares
    Change vs previous 13F -1,461 shares

    0.73% of the 13F portfolio, value $1,361,048.

    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 18,314 shares
    Change vs previous 13F +1,013 shares

    0.78% of the 13F portfolio, value $1,559,620.

    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 17,301 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,641,692.

    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).