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Disclosery

Clark Asset Management, LLC: ROE position timeline

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

Clark Asset Management, LLC held 15,225 ROE 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 15,225 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $649,042.

    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 15,225 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $539,422.

    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 15,225 shares
    Change vs previous 13F -8,717 shares

    0.06% of the 13F portfolio, value $536,986.

    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 23,942 shares
    Change vs previous 13F -5,532 shares

    0.1% of the 13F portfolio, value $827,766.

    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 29,474 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $949,358.

    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 29,474 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $862,704.

    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).