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Clarus Wealth Advisors: XLF position timeline

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

Clarus Wealth Advisors held 108,823 XLF 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 108,823 shares
    Change vs previous 13F +9,468 shares

    2.31% of the 13F portfolio, value $5,982,014.

    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 99,355 shares
    Change vs previous 13F +20,682 shares

    2.11% of the 13F portfolio, value $4,955,840.

    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 78,673 shares
    Change vs previous 13F +3,592 shares

    1.77% of the 13F portfolio, value $4,266,450.

    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 75,081 shares
    Change vs previous 13F +2,959 shares

    1.78% of the 13F portfolio, value $4,033,365.

    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 72,122 shares
    Change vs previous 13F +19,546 shares

    1.74% of the 13F portfolio, value $3,765,503.

    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 52,576 shares
    Change vs previous 13F -3,652 shares

    1.33% of the 13F portfolio, value $2,483,176.

    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 56,228 shares
    Change vs previous 13F +3,149 shares

    1.33% of the 13F portfolio, value $2,679,838.

    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 53,079 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,393,343.

    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).