Clarity Asset Management, Inc.

13F Filings History

Latest 13F report: Q3 2024 - Nov 15, 2024
Value $: $144M
Signature - Title: Ruth Thortvedt - Compliance Consultant
Location: Ames, IA
Summary: This page shows a list of all the recent 13F filings made by Clarity Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clarity Asset Management, Inc. reported 196 stock holdings with total value $144M as of Q3 2024. Top holdings included AVSU, ESGV, AVSD, NULG, and ESGU.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	196	$144M	+$12.3M	-$16.4M	-$4.09M	AVSU, ESGV, AVSD, NULG, ESGU	13F-HR	11/14/2024, 05:41 PM
Q2 2024	196	$141M	+$4.61M	-$9.86M	-$5.25M	AVSU, ESGV, AVSD, NULG, MUB	13F-HR	8/15/2024, 09:59 AM
Q1 2024	196	$145M	+$44M	-$33.1M	+$11M	AVSU, ESGV, AVSD, NULG, MUB	13F-HR	5/15/2024, 11:48 AM
Q4 2023	196	$126M	$0	$0		ESGU, AVSU, AVSD, NULV, ESGD	13F-HR	2/15/2024, 06:21 PM