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Clarus Wealth Advisors: XLI position timeline

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

Clarus Wealth Advisors held 24,203 XLI 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 24,203 shares
    Change vs previous 13F +2,051 shares

    1.68% of the 13F portfolio, value $4,366,705.

    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 22,152 shares
    Change vs previous 13F +180 shares

    1.55% of the 13F portfolio, value $3,639,131.

    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 21,972 shares
    Change vs previous 13F +679 shares

    1.49% of the 13F portfolio, value $3,603,628.

    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 21,293 shares
    Change vs previous 13F +294 shares

    1.45% of the 13F portfolio, value $3,287,852.

    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 20,999 shares
    Change vs previous 13F -1,636 shares

    1.45% of the 13F portfolio, value $3,125,911.

    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 22,635 shares
    Change vs previous 13F -169 shares

    1.53% of the 13F portfolio, value $2,869,213.

    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 22,804 shares
    Change vs previous 13F +1,874 shares

    1.51% of the 13F portfolio, value $3,029,967.

    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 20,930 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,829,317.

    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).