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Ark Wealth Advisors LLC: CLIP position timeline

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

Ark Wealth Advisors LLC held 20,556 CLIP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,556 shares
    Change vs previous 13F -16,770 shares

    1.83% of the 13F portfolio, value $2,062,589.

    13F-HR 0001172661-26-003378 filed by Ark Wealth Advisors LLC
    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 37,326 shares
    Change vs previous 13F -20,365 shares

    3.71% of the 13F portfolio, value $3,746,037.

    13F-HR 0001172661-26-002009 filed by Ark Wealth Advisors LLC
    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 57,691 shares
    Change vs previous 13F not available

    6.22% of the 13F portfolio, value $5,775,446.

    13F-HR 0001172661-26-001218 filed by Ark Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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