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Disclosery

Clark Asset Management, LLC: BIV position timeline

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

Clark Asset Management, LLC held 280,084 BIV 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 280,084 shares
    Change vs previous 13F +24,528 shares

    1.69% of the 13F portfolio, value $21,482,428.

    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 255,556 shares
    Change vs previous 13F +22,359 shares

    1.85% of the 13F portfolio, value $19,723,824.

    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 233,197 shares
    Change vs previous 13F +27,159 shares

    1.89% of the 13F portfolio, value $18,161,366.

    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 206,038 shares
    Change vs previous 13F +16,849 shares

    1.87% of the 13F portfolio, value $16,089,534.

    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 189,189 shares
    Change vs previous 13F +12,691 shares

    1.99% of the 13F portfolio, value $14,631,848.

    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 176,498 shares
    Change vs previous 13F +13,792 shares

    2.27% of the 13F portfolio, value $13,514,460.

    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 162,706 shares
    Change vs previous 13F +21,263 shares

    2.27% of the 13F portfolio, value $12,159,000.

    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).

  8. period ended2024-09-30
    13F 141,443 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $11,084,855.

    13F-HR 0002063364-25-000065 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).