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Clark Asset Management, LLC: MSFT position timeline

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

Clark Asset Management, LLC held 24,485 MSFT 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 24,485 shares
    Change vs previous 13F -257 shares

    0.72% of the 13F portfolio, value $9,133,495.

    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 24,742 shares
    Change vs previous 13F +2,603 shares

    0.86% of the 13F portfolio, value $9,158,599.

    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 22,139 shares
    Change vs previous 13F +2,423 shares

    1.11% of the 13F portfolio, value $10,707,091.

    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 19,716 shares
    Change vs previous 13F +763 shares

    1.19% of the 13F portfolio, value $10,211,739.

    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 18,953 shares
    Change vs previous 13F +8,330 shares

    1.28% of the 13F portfolio, value $9,427,300.

    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 10,623 shares
    Change vs previous 13F +978 shares

    0.67% of the 13F portfolio, value $3,987,846.

    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 9,645 shares
    Change vs previous 13F -614 shares

    0.76% of the 13F portfolio, value $4,065,259.

    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 10,259 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,414,624.

    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).