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Disclosery

Clark Asset Management, LLC: KBWB position timeline

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

Clark Asset Management, LLC held 6,645 KBWB 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 6,645 shares
    Change vs previous 13F +31 shares

    0.05% of the 13F portfolio, value $617,865.

    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 6,614 shares
    Change vs previous 13F -521 shares

    0.05% of the 13F portfolio, value $523,273.

    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 7,135 shares
    Change vs previous 13F +597 shares

    0.06% of the 13F portfolio, value $601,397.

    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 6,538 shares
    Change vs previous 13F +37 shares

    0.06% of the 13F portfolio, value $511,353.

    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 6,501 shares
    Change vs previous 13F +37 shares

    0.06% of the 13F portfolio, value $465,593.

    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 6,464 shares
    Change vs previous 13F +42 shares

    0.07% of the 13F portfolio, value $405,755.

    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 6,422 shares
    Change vs previous 13F +35 shares

    0.08% of the 13F portfolio, value $419,650.

    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 6,387 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $374,339.

    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).