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Clark Asset Management, LLC: BSMT position timeline

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

Clark Asset Management, LLC held 96,171 BSMT 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 96,171 shares
    Change vs previous 13F -2,566 shares

    0.17% of the 13F portfolio, value $2,214,824.

    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 98,737 shares
    Change vs previous 13F +23,885 shares

    0.21% of the 13F portfolio, value $2,273,291.

    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 74,852 shares
    Change vs previous 13F +19,001 shares

    0.18% of the 13F portfolio, value $1,732,819.

    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 55,851 shares
    Change vs previous 13F +17,661 shares

    0.15% of the 13F portfolio, value $1,290,166.

    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 38,190 shares
    Change vs previous 13F +2,896 shares

    0.12% of the 13F portfolio, value $867,288.

    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 35,294 shares
    Change vs previous 13F +245 shares

    0.13% of the 13F portfolio, value $802,595.

    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 35,049 shares
    Change vs previous 13F +3,306 shares

    0.15% of the 13F portfolio, value $804,016.

    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 31,743 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $738,663.

    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).