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Disclosery

Clark Asset Management, LLC: IWM position timeline

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

Clark Asset Management, LLC held 3,520 IWM 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 3,520 shares
    Change vs previous 13F +175 shares

    0.08% of the 13F portfolio, value $1,057,584.

    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 3,345 shares
    Change vs previous 13F -105 shares

    0.08% of the 13F portfolio, value $829,560.

    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 3,450 shares
    Change vs previous 13F -302 shares

    0.09% of the 13F portfolio, value $849,252.

    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 3,752 shares
    Change vs previous 13F +2,071 shares

    0.11% of the 13F portfolio, value $907,834.

    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 1,681 shares
    Change vs previous 13F +563 shares

    0.05% of the 13F portfolio, value $362,743.

    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 1,118 shares
    Change vs previous 13F -209 shares

    0.04% of the 13F portfolio, value $223,030.

    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 1,327 shares
    Change vs previous 13F +105 shares

    0.05% of the 13F portfolio, value $293,214.

    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 1,222 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $269,928.

    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).