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Clark Capital Management Group, Inc.: ITOT position timeline

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

Clark Capital Management Group, Inc. held 372,906 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 372,906 shares
    Change vs previous 13F -17,569 shares

    0.33% of the 13F portfolio, value $61,257,236.

    13F-HR 0001398344-26-014041 filed by Clark Capital Management Group, Inc.
    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 390,475 shares
    Change vs previous 13F -12,516 shares

    0.34% of the 13F portfolio, value $55,615,403.

    13F-HR 0001398344-26-009246 filed by Clark Capital Management Group, Inc.
    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 402,991 shares
    Change vs previous 13F -25,457 shares

    0.37% of the 13F portfolio, value $59,920,794.

    13F-HR 0001398344-26-003209 filed by Clark Capital Management Group, Inc.
    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 428,448 shares
    Change vs previous 13F -55,345 shares

    0.39% of the 13F portfolio, value $62,403,426.

    13F-HR 0001398344-25-020886 filed by Clark Capital Management Group, Inc.
    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 483,793 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $65,331,473.

    13F-HR 0001398344-25-015403 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).