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Clarus Wealth Advisors: XLC position timeline

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

Clarus Wealth Advisors held 29,191 XLC 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 29,191 shares
    Change vs previous 13F +4,864 shares

    1.23% of the 13F portfolio, value $3,195,274.

    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 24,327 shares
    Change vs previous 13F +1,232 shares

    1.16% of the 13F portfolio, value $2,720,273.

    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 23,095 shares
    Change vs previous 13F +1,271 shares

    1.12% of the 13F portfolio, value $2,699,604.

    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 21,824 shares
    Change vs previous 13F +193 shares

    1.12% of the 13F portfolio, value $2,540,124.

    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 21,631 shares
    Change vs previous 13F -4,987 shares

    1.07% of the 13F portfolio, value $2,309,785.

    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 26,618 shares
    Change vs previous 13F +2,506 shares

    1.33% of the 13F portfolio, value $2,495,195.

    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 24,112 shares
    Change vs previous 13F +2,914 shares

    1.15% of the 13F portfolio, value $2,311,159.

    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 21,198 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,900,635.

    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).