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Clarus Wealth Advisors: XLY position timeline

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

Clarus Wealth Advisors held 19,980 XLY 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 19,980 shares
    Change vs previous 13F +2,175 shares

    0.89% of the 13F portfolio, value $2,303,665.

    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 17,805 shares
    Change vs previous 13F +1,375 shares

    0.82% of the 13F portfolio, value $1,918,818.

    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 16,430 shares
    Change vs previous 13F +8,587 shares

    0.85% of the 13F portfolio, value $2,040,739.

    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 7,843 shares
    Change vs previous 13F +162 shares

    0.83% of the 13F portfolio, value $1,865,477.

    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 7,681 shares
    Change vs previous 13F -1,298 shares

    0.77% of the 13F portfolio, value $1,671,792.

    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 8,979 shares
    Change vs previous 13F +1,767 shares

    0.94% of the 13F portfolio, value $1,755,705.

    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 7,212 shares
    Change vs previous 13F +219 shares

    0.8% of the 13F portfolio, value $1,601,513.

    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 6,993 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,364,216.

    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).