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Clark Asset Management, LLC: DFUV position timeline

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

Clark Asset Management, LLC held 61,519 DFUV 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 61,519 shares
    Change vs previous 13F +3,349 shares

    0.27% of the 13F portfolio, value $3,384,183.

    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 58,170 shares
    Change vs previous 13F +3,329 shares

    0.26% of the 13F portfolio, value $2,818,939.

    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 54,841 shares
    Change vs previous 13F +28,410 shares

    0.27% of the 13F portfolio, value $2,555,062.

    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 26,431 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,181,220.

    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 26,431 shares
    Change vs previous 13F +8,197 shares

    0.15% of the 13F portfolio, value $1,117,521.

    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 18,234 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $751,423.

    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 18,234 shares
    Change vs previous 13F +2,531 shares

    0.14% of the 13F portfolio, value $746,135.

    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 15,703 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $654,658.

    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).