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Disclosery

Clark Asset Management, LLC: DFIV position timeline

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

Clark Asset Management, LLC held 54,701 DFIV 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 54,701 shares
    Change vs previous 13F -41 shares

    0.23% of the 13F portfolio, value $2,954,933.

    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 54,742 shares
    Change vs previous 13F +11,432 shares

    0.27% of the 13F portfolio, value $2,889,283.

    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 43,310 shares
    Change vs previous 13F +17,712 shares

    0.22% of the 13F portfolio, value $2,161,169.

    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 25,598 shares
    Change vs previous 13F +5,060 shares

    0.14% of the 13F portfolio, value $1,180,580.

    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 20,538 shares
    Change vs previous 13F -2,014 shares

    0.12% of the 13F portfolio, value $879,643.

    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 22,552 shares
    Change vs previous 13F +2,074 shares

    0.15% of the 13F portfolio, value $887,647.

    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 20,478 shares
    Change vs previous 13F +8,341 shares

    0.14% of the 13F portfolio, value $726,559.

    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 12,137 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $462,177.

    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).