Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$707,035
-$714,997 QoQ
Shares Held
2,075
-52.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,225
of 2,131 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Total Clarity Wealth Management, Inc. holds $2,306,264 across 3 Insurance - Property & Casualty names. CB ranks #2 (30.7% of the industry book) .
All Filings in CB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,035 | 2,075 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,422,032 | 4,363 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,325,573 | 4,247 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,185,167 | 4,199 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,306,057 | 4,508 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,251,144 | 4,143 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,144,710 | 4,143 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,197,683 | 4,153 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $992,261 | 3,890 | Shares | Sole | 2024-08-09 | |
| 2022-06-30 | $5,504 | 28 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $9,085 | 47 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $5,898 | 34 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||