Skip to content
Disclosery

Clarus Wealth Advisors: XLK position timeline

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

Clarus Wealth Advisors held 68,461 XLK 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 68,461 shares
    Change vs previous 13F -8,776 shares

    4.79% of the 13F portfolio, value $12,418,780.

    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 77,237 shares
    Change vs previous 13F +5,039 shares

    4.53% of the 13F portfolio, value $10,614,647.

    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 72,198 shares
    Change vs previous 13F +34,774 shares

    4.38% of the 13F portfolio, value $10,575,526.

    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 37,424 shares
    Change vs previous 13F -119 shares

    4.71% of the 13F portfolio, value $10,655,290.

    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 37,543 shares
    Change vs previous 13F +354 shares

    4.45% of the 13F portfolio, value $9,621,831.

    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 37,189 shares
    Change vs previous 13F +5,669 shares

    4.05% of the 13F portfolio, value $7,581,299.

    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 31,520 shares
    Change vs previous 13F +3,381 shares

    3.56% of the 13F portfolio, value $7,160,026.

    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 28,139 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $6,295,764.

    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).