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Clark Asset Management, LLC: ITOT position timeline

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

Clark Asset Management, LLC held 15,136 ITOT 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 15,136 shares
    Change vs previous 13F +1,952 shares

    0.2% of the 13F portfolio, value $2,486,433.

    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 13,184 shares
    Change vs previous 13F -14,682 shares

    0.18% of the 13F portfolio, value $1,877,787.

    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 27,866 shares
    Change vs previous 13F +32 shares

    0.43% of the 13F portfolio, value $4,143,458.

    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 27,834 shares
    Change vs previous 13F +7,252 shares

    0.47% of the 13F portfolio, value $4,054,059.

    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 20,582 shares
    Change vs previous 13F +16 shares

    0.38% of the 13F portfolio, value $2,779,348.

    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 20,566 shares
    Change vs previous 13F -2,104 shares

    0.42% of the 13F portfolio, value $2,509,202.

    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 22,670 shares
    Change vs previous 13F +17,258 shares

    0.54% of the 13F portfolio, value $2,915,766.

    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 5,412 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $679,855.

    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).