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Clarus Wealth Advisors: XLV position timeline

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

Clarus Wealth Advisors held 13,315 XLV 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 13,315 shares
    Change vs previous 13F +1,361 shares

    0.83% of the 13F portfolio, value $2,161,065.

    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 11,954 shares
    Change vs previous 13F +448 shares

    0.75% of the 13F portfolio, value $1,752,134.

    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 11,506 shares
    Change vs previous 13F -167 shares

    0.75% of the 13F portfolio, value $1,803,490.

    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 11,673 shares
    Change vs previous 13F +514 shares

    0.75% of the 13F portfolio, value $1,690,520.

    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 11,159 shares
    Change vs previous 13F +716 shares

    0.7% of the 13F portfolio, value $1,506,164.

    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 10,443 shares
    Change vs previous 13F -2,887 shares

    0.77% of the 13F portfolio, value $1,449,105.

    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 13,330 shares
    Change vs previous 13F -1,662 shares

    0.94% of the 13F portfolio, value $1,885,697.

    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 14,992 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,263,380.

    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).