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Clark Asset Management, LLC: BSMW position timeline

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

Clark Asset Management, LLC held 88,780 BSMW 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 88,780 shares
    Change vs previous 13F +19,473 shares

    0.18% of the 13F portfolio, value $2,231,917.

    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 69,307 shares
    Change vs previous 13F +22,115 shares

    0.16% of the 13F portfolio, value $1,722,546.

    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 47,192 shares
    Change vs previous 13F +1,677 shares

    0.12% of the 13F portfolio, value $1,184,985.

    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 45,515 shares
    Change vs previous 13F +15,182 shares

    0.13% of the 13F portfolio, value $1,136,737.

    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 30,333 shares
    Change vs previous 13F -3,331 shares

    0.1% of the 13F portfolio, value $742,556.

    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 33,664 shares
    Change vs previous 13F +8,907 shares

    0.14% of the 13F portfolio, value $828,145.

    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 24,757 shares
    Change vs previous 13F +10,518 shares

    0.12% of the 13F portfolio, value $621,155.

    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 14,239 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $364,940.

    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).