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Clarus Wealth Advisors: XME position timeline

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

Clarus Wealth Advisors held 24,131 XME 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 24,131 shares
    Change vs previous 13F +1,371 shares

    0.95% of the 13F portfolio, value $2,459,914.

    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 22,760 shares
    Change vs previous 13F +281 shares

    1.07% of the 13F portfolio, value $2,499,048.

    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 22,479 shares
    Change vs previous 13F -1,417 shares

    1.12% of the 13F portfolio, value $2,692,085.

    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 23,896 shares
    Change vs previous 13F -1,322 shares

    1.03% of the 13F portfolio, value $2,331,294.

    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 25,218 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,730,459.

    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).