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Disclosery

Clark Asset Management, LLC: DFUS position timeline

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

Clark Asset Management, LLC held 58,614 DFUS 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 58,614 shares
    Change vs previous 13F +5,002 shares

    0.38% of the 13F portfolio, value $4,802,846.

    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 53,612 shares
    Change vs previous 13F +5 shares

    0.36% of the 13F portfolio, value $3,801,608.

    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 53,607 shares
    Change vs previous 13F +3 shares

    0.41% of the 13F portfolio, value $3,976,063.

    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 53,604 shares
    Change vs previous 13F +22,747 shares

    0.45% of the 13F portfolio, value $3,883,044.

    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 30,857 shares
    Change vs previous 13F +11,978 shares

    0.28% of the 13F portfolio, value $2,068,044.

    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 18,879 shares
    Change vs previous 13F +4 shares

    0.19% of the 13F portfolio, value $1,141,819.

    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 18,875 shares
    Change vs previous 13F +6 shares

    0.22% of the 13F portfolio, value $1,203,300.

    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 18,869 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,173,647.

    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).