Total Clarity Wealth Management, Inc.: USB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Total Clarity Wealth Management, Inc. on USB, newest first. How the timeline and the estimate are built.
Total Clarity Wealth Management, Inc. held 14,658 USB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 14,658 sharesChange vs previous 13F -199 shares
0.17% of the 13F portfolio, value $885,326.
13F-HR 0001804909-26-000004 filed by Total Clarity Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,857 sharesChange vs previous 13F -23,866 shares
0.18% of the 13F portfolio, value $772,695.
13F-HR 0001804909-26-000002 filed by Total Clarity Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,723 sharesChange vs previous 13F 0 shares
0.5% of the 13F portfolio, value $2,066,238.
13F-HR 0001804909-26-000001 filed by Total Clarity Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,723 sharesChange vs previous 13F +13,232 shares
0.5% of the 13F portfolio, value $1,871,500.
13F-HR 0001804909-25-000002 filed by Total Clarity Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,491 sharesChange vs previous 13F +12,003 shares
0.33% of the 13F portfolio, value $1,153,480.
13F-HR 0001085146-25-004179 filed by Total Clarity Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,488 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $645,131.
13F-HR 0001085146-25-002160 filed by Total Clarity Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,488 sharesChange vs previous 13F -1,168 shares
0.21% of the 13F portfolio, value $645,131.
13F-HR 0001085146-25-000460 filed by Total Clarity Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,656 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $670,219.
13F-HR 0001085146-24-005021 filed by Total Clarity Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).