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Clarus Wealth Advisors: XLU position timeline

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

Clarus Wealth Advisors held 51,206 XLU 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 51,206 shares
    Change vs previous 13F +5,352 shares

    0.9% of the 13F portfolio, value $2,322,704.

    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 45,854 shares
    Change vs previous 13F +2,815 shares

    0.9% of the 13F portfolio, value $2,121,665.

    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 43,039 shares
    Change vs previous 13F +22,270 shares

    0.76% of the 13F portfolio, value $1,844,221.

    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 20,769 shares
    Change vs previous 13F -168 shares

    0.82% of the 13F portfolio, value $1,846,572.

    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 20,937 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,698,828.

    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).