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Clark Asset Management, LLC: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clark Asset Management, LLC on AVDV, newest first. How the timeline and the estimate are built.

Clark Asset Management, LLC held 16,968 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,968 shares
    Change vs previous 13F -2,166 shares

    0.14% of the 13F portfolio, value $1,748,552.

    13F-HR 0002063364-26-000174 filed by Clark Asset Management, 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 19,134 shares
    Change vs previous 13F +7,163 shares

    0.18% of the 13F portfolio, value $1,910,721.

    13F-HR 0002063364-26-000093 filed by Clark Asset Management, 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 11,971 shares
    Change vs previous 13F -9 shares

    0.12% of the 13F portfolio, value $1,124,915.

    13F-HR 0002063364-26-000031 filed by Clark Asset Management, LLC
    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 11,980 shares
    Change vs previous 13F +884 shares

    0.12% of the 13F portfolio, value $1,066,579.

    13F-HR 0002063364-25-000222 filed by Clark Asset Management, LLC
    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 11,096 shares
    Change vs previous 13F -3,439 shares

    0.12% of the 13F portfolio, value $879,691.

    13F-HR 0002063364-25-000181 filed by Clark Asset Management, LLC
    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 14,535 shares
    Change vs previous 13F +11,204 shares

    0.17% of the 13F portfolio, value $1,013,671.

    13F-HR 0002063364-25-000067 filed by Clark Asset Management, LLC
    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 3,331 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $216,781.

    13F-HR 0002063364-25-000004 filed by Clark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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