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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

  1. period ended2026-06-30
    13F 14,658 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,857 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,723 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,723 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,491 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,488 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,488 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,656 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).